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    Financial Planning (4)

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often. Imagine you meet with a prospective client who was referred to you. You have a great first meeting, learn more about them; you build rapport. Maybe they bring you their financial statements for the first time. Or maybe there is a follow-up conversation, and they share with you steps they have taken on their own or with another advisor. In the past we would typically follow up these first encounters with something in writing that reflects a deeper conversation about their assets – which by the way, differs from what we do today, but we will get to that in a minute. In the past, we would have followed up with a written piece, call it an investment proposal, essentially an outline of our Growth Strategy or Income Growth Strategy.

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    Financial Planning: Budgeting During the Holidays (and After)

    On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the...

    Health & Wealth: Healthcare Planning & Open Enrollment Season

    A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon...

    Business Ethics in the Wealth Management Industry

    In any industry, business ethics need to be a critical part of both the ethos and the contractual...

    What to Do If You're a Victim of Fraud

    Financial planning and wealth management is more than investments and managing funds, it’s also...

    Why You Need to Continue Your Financial Plan During COVID-19

    Things right now seem crazy: this pandemic has had ripples across all parts of our lives. Panic...

    3 Reasons Wealth Management Is About Much More Than Retirement

    What if I told you to stop thinking about a retirement date when considering your personal...
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