Don’t forget “The Pledge”

Lost in the many mergers of this and that is the essence of many of the merging entities. I was reminded of that when a young (!) advisor posted to his audience the Pledge of the old Society of Financial Service professionals (or, colloquially, “the CLU Society”). Read it. If you’re a financial professional, live it.
“In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in the light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”