U.S. Planning Group, Inc.®

What would you rather be, a dolphin or a shark?

By Glenn Williams

Sharks and dolphins look fairly similar, but oh are they different. The dolphin is a social animal and they are most often found in the company of others. They are intelligent and hunt using highly coordinated efforts that produce great results. On the other hand, the shark is usually a solitary animal, and constantly on the move. They are opportunistic hunters and are usually on the hunt for their next meal.

Of course both dolphins and sharks have been film stars. But really which would you prefer to meet: Flipper after pulling the row boat with Sandy and Bud to safety, or Jaws after eating the back of the boat? 

Now I bring up this comparison because I feel that clients are better served and advisors are more productive and happier when we act like dolphins as opposed to sharks. Take a look at your practice. Are you always swimming alone like a shark? Are you hunting by yourself; always on the lookout for the next opportunistic meal? Or are you part of an affiliation of like-minded advisors using highly coordinated efforts to help produce great results for you and for your clients?

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