At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

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I have never been able to relax. When i had $6MM wrapped, i kept saying to myself , if i could only get to $10MM, life would be a dream. Now i have $16MM wrapped, not including C shares, and 401k trails, and i am saying if i could only get to $20MM, life would be a dream.

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What I've heard in the past is that for 3 years you are vastly underpaid. For the remainder of your career you are vastly overpaid.

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I don't think you reach a point where you can relax completely, but you can relax concerning whether you can make it or not.

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You will know when you're there, and you probably won't tell anyone else, for a lot of reasons.

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Schwann OP- I'm with ya on reaching a point where I can relax. But then what? if you don't consistently adjust your goals higher, what do you have to challenge yourself? Grow or die

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It's exactly what I tell Clients. The gap of where you are and where you want to be will never go away. It only moves, the success will never be from the AUM and/ clients but the impact you make on your clients. I felt like I made it when I helped a client retire and we made that decision together. The most impact I have ever made is delivering a death claim, to a wife that didn't work and had 5 kids under all under 10 yrs old. I felt like I was made for this career on that day.

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@EJ1 I'm totally with you. Gotta keep challenging yourself.

Exactly what NYL1 said. It's not just based off of money but the impact that you can have.

40 mil wrapped can provide some breathing room before you reach for the next level

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