Let me start with the ask: This week we’d love your feedback. Whether you’re a client, community member, or colleague, your thoughtful input would be valuable on this topic. So leave a comment or send us an email if you have my email address. We’d love to hear from you! We’re having an interesting discussion internally as a team about …
What You Prioritize When Money Isn’t the Issue
There’s a somewhat snarky meme that makes its way around the internet. It goes something like this: $500 Client: Please provide me with a detailed proposal on how your service is worth $500, will pay for itself, and will materially make my life at least 10x better for having purchased it. Please also make amendments to your service agreement in …
Conductors, Not Quarterbacks
A long-tortured analogy in many professions is that they like to see themselves as the quarterback for their client’s needs. Lawyer? Quarterback. Accountant? Quarterback. Massage therapist? Second string quarterback. Financial planners have been no different, but give that the profession grew out of a hybrid of investment, tax, insurance, and legal knowledge, we’ve perhaps had a slightly better claim to …
Assessing Career Opportunities
When I was getting my start as a financial planner, I got an offer from just about every financial firm I interviewed with. Every bank, insurance company, brokerage firm, and asset manager was interested in a veteran with an MBA in finance at just 24 years old! Or at least that’s what the offers suggested. Yet, one comparison of offers …