Triathlons and Uphill Skiing: What Endurance Sports Taught 3 Advisors

It’s often said that wealth management is a marathon, never a sprint. And no doubt, the parallels between financial planning and endurance sports are myriad. Completing a long-distance event, whether it’s a competition or physically demanding adventure, requires planning, pacing, and perseverance. 

Successful endurance athletes draw on all kinds of strategies to help them prepare for major challenges. They identify small milestones to make bigger goals less daunting; focus on factors in their control; visualize the finish…

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