The Globe and Mail Audrey Carleton Published May 14, 2021 Victoria Gnatiuk/iStockPhoto / Getty Images Al Nagy has seen his fair share of financial advisors struggle to manage a growing client roster and book of business during his 23 years in the financial services industry. But one experience with a colleague stands out among the rest. “I was working with an [advisor], and he was talking about the promises he’s made to his clients and being unable to fulfill them. He broke down crying because he found it so overwhelming,” says Mr. Nagy, a certified financial planner with IG Wealth Management in Edmonton.