Mary Martin, Ph.D. and Julie Fortin, CFP®, FBS, CeFT write about reimagining lenses and ask some incisive questions about how we operate as financial service professionals.
Is asking about ROI when thinking about well-being the right question to ask? Should humans be serving the economy or should the economy serve humans? Do firm metrics demonstrate our commitment to well-being? How does the way you do business affect the way your client’s behavior?
“What if compassion, curiosity, connection, and care were at the center of business, with new metrics, models, and stories that become as invisible as our current drives for growth and efficiency?
“How about shifting from a register that extracts resources from people in the service of growth to one that exchanges value in the service of mutual prosperity?”