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Turn passion into purpose: Five steps to transform your practice

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There’s something really special about being passionate about the work we do. I truly believe it has the power to change lives and lead us to a greater sense of purpose. Steve Jobs once said, “People with passion can change the world.” That quote always stuck with me because I’ve seen it play out in real life.

When we’re genuinely passionate about our work – when we believe in it and give it our all – it creates this incredible ripple effect. It goes beyond just career success; it touches every aspect of our lives and the lives of those around us.

I’ve had the privilege of working with so many financial advisors who’ve shown me the transformative power of passion. They absolutely loved what they did. Their passion for their work was contagious, and it showed in everything they did.

One thing that stood out about these financial advisors was their ability to tie in what truly drove and inspired them into their work. They didn’t just go through the motions; they took the time to reflect on their own interests, strengths, and values, and found ways to incorporate them into their practice.

Transforming your passion into purpose requires intentional effort and self-reflection. Here are five steps financial advisors can take to begin this journey:

1. Identify your passions: Start by exploring your personal interests, strengths, and values. Consider what energizes you, what brings you joy, and what you believe in. Make a list of these passions and look for common themes.

2. Connect your passions to your work: Once you’ve identified your passions, think about how they can be incorporated into your financial advisory practice. This might involve developing a niche market, focusing on client education, or emphasizing specific services that align with your passions.

3. Create a plan: Develop a strategic plan that outlines how you’ll integrate your passions into your practice. Break your plan down into smaller, actionable steps and set achievable goals. This will help you make steady progress and maintain momentum.

5. Seek support: Surround yourself with a network of supportive colleagues and mentors who share your values and passions. These individuals can provide guidance, encouragement, and valuable insights as you navigate this journey.

5. Evaluate and adjust: Regularly assess your progress and be willing to adjust as needed. Personal growth and transformation are ongoing processes, so remain open to learning and evolving along the way.

To help illustrate how these steps can come together, consider the following examples:

Passion into purpose

Passion into purpose

Passion into purpose

These are just a few of the many ways financial advisors can transform their passions into purpose. The key is to identify what truly drives and inspires you, and then find creative ways to incorporate those elements into your practice. By taking these steps and staying true to your passions, you can create a fulfilling career as a financial advisor that benefits both you and your clients. So, take the time to explore your interests and values, and don’t be afraid to think outside the box when it comes to integrating them into your work. Remember, when you’re passionate about what you do, that energy and enthusiasm will shine through in everything you do – and it has the power to change lives, both yours and your clients’.


This material is for informational purposes only.  It is educational in nature and not intended to provide specific advice or recommendation of a course of action in any situation.  Any examples used in this material are generic, hypothetical and for illustration purposes only.

Information provided herein reflects Frontier’s views as of the date of this presentation and can change at any time without notice.

This information has been prepared by Frontier based on data and information provided by internal and external sources. While we believe the information provided by external sources to be reliable, we do not warrant its accuracy or completeness. Nor should their use be construed as an endorsement.

Frontier Asset Management is a Registered Investment Adviser. The firm’s ADV Brochure and Form CRS are available at no charge by request at or 307.673.5675 and are available on our website They include important disclosures and should be read carefully.


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