I do not know who will win on November 3rd. But, I do know I want to COMPETE against your advisor/broker/consultant/”team”/firm. Let’s talk . . .
2nd opinion . . . I’ll COMPETE anywhere and in any format: video conference, phone, socially distanced face to face at my office or yours, in the parking lot outside your office, standing in your driveway, etc.. BTW, electronic signatures (E-sign) are now what I mainly do (it’s 2020 after all). But, sometimes ink/wet signatures in a parking lot is a (new) client’s preference. I’d like to COMPETE against your people. Let’s talk . . .
Happy 1st day of fall. I’d like to COMPETE against your advisor/broker/consultant/"team"/firm. If you are in good hands, I'll show you why I think you are in good hands. If you are not, I'll list the reasons. You and your loved ones deserve a 2nd opinion. BTW, 10+ years from today, statistically speaking, will your advisor still be working for you? Let’s talk . . .
Is your portfolio leaking performance like my hoses were leaking water till I fixed them on this Saturday evening? I would like to COMPETE against your people. Let me give you a 2nd opinion on your portfolio and plan. It’s not a job for me—it’s a vocation. Let’s talk . . .
How old will you be in 10 years? Realistically, will your current financial advisor/broker/consultant/”team”/firm still be working for you and your family 10 years from now? 10 years from today my Georgia will be 13.82 years old. In 10 years, I’ll be 57 with 33 years of experience as a financial advisor. Let’s spend the next 10 years (and beyond) having me working for you and yours. I’d like to COMPETE against your people. Lastly, Georgia is like her father (and mother) in that she knows faceplants WILL HAPPEN when one is pushing him/herself toward playground excellence. Also, proverbial faceplants WILL happen to adults because LIFE HAPPENS! I want to work for you and your family AS LIFE HAPPENS! Let’s talk . . .
If YOU were one, which apple would YOU be? This morning before I left for the office, my almost 4 year old daughter, Georgia, PROUDLY showed me, AGAIN, her wicked small apple she picked when we went apple picking over the weekend. Then I looked at the basket of apples and thought, “Those apples remind me of my RELATIONSHIPS. Some very big, some very small (Georgia’s apple), and those in between. Every single RELATIONSHIP of mine involves unique situations/reasons/individuals/experiences. All my RELATIONSHIPS have at least one thing in common . . . wanting what is best for themselves and their loved ones. And I am happy to spend my time and effort helping/working/doing for my RELATIONSHIPS. Let’s talk . . .
All my clients benefit with every meeting I am ever in because all client/prospective client meetings require preparation. Further, all other non-client/prospective client meetings I am in on, I am listening/learning/asking/critiquing/etc. so I know who/what/where/when/why/how. I know how the proverbial sausage gets made on Wall Street and beyond and I’d like to compete against your advisor/broker/consultant/”team”/firm. Let’s talk . . .
Like life, fall foliage happens too quickly. Speaking of quickly--is your portfolio prepared for November 3rd and beyond? How has your portfolio done the past few years? I would like to COMPETE against your advisor/consultant/”team”/broker/firm. Let’s talk . . .
VISION . . . I would like to COMPETE against your advisor/broker/consultant/“team”/firm. How has s/he/they seen and understood the world and the markets over the past few years? Let me share with you what I saw and what I see going forward. Let’s talk . . .
Getting ready for another day of competition. I would like to COMPETE against YOUR advisor/broker/consultant/“team”/firm. And it’s Friday!!!! 😀😀I hope you and yours have a very productive day and weekend ahead. Let’s talk . . .
Bias . . . every day I observe financial professionals’ biases in how they interpret financial data—and not just financial data. Example: does s/he embrace and work with 1 + 1 equaling 2 or does s/he make great efforts to show how it DOES NOT REALLY equal 2? Everyone has bias, even when we do our best not to have bias. My most egregious bias, for which I will NEVER APOLOGIZE is this: my loyalty to my clients who have trusted me with personal information (far beyond numbers/statements) that they do not share with anyone else (save a few). I want to COMPETE against your advisor/consultant/”team”/broker/firm. Let’s talk . . .
(BTW, I took these photos last week. I was getting ready for work and I put my tie/suspenders(braces) on Josephine and she then took off from our bedroom fast crawling. ???Happy almost Friday!)
Sitting in my car, in my office parking lot, while my car warms up and all the windows are cleared of snow . . .
I am making this post for one reason, to set up a meeting with you.
Economics 101. History 101 . Not so common Common Sense 101. Understanding the American Dream 101. Human Nature 101. LIFE 101. Etc. And appreciating since childhood that hard and smart work needs to be put in every day—especially when it is dark outside, morning and night, when NO ONE KNOWS you are putting in the effort. That’s what I do/am.
I want to compete against your advisor/broker/consultant/“team”/firm. Their understanding of your personal situation and the capital markets versus mine. How did your people interpret the last four years? What’s their interpretation of the next four? Let’s talk . . .
Tomorrow’s inauguration will be the 5th administration I have advised clients under since becoming a financial advisor on January 6, 1997. It’s been my experience people are who they are no matter who holds office. Nice people are nice, no matter who is president. Hard workers are hard workers, no matter who is president. Angry people . . . same. Happy people . . . same. Pessimists will still be pessimists and optimists will still be optimists, no matter who is president. I always examine the proverbial cards that are before me then construct portfolios and financial plans based on the distinct NEEDS/WANTS/GOALS of my clients. Everyone is unique and I LISTEN (not to be confused with hearing) to my clients. I’d like to COMPETE AGAINST your advisor/broker/consultant/”team”/firm. Let’s talk . . .
#CompletelyIntertwined #IChoseThis24/7/365Life
#Let’sTalk
One of my children came into the kitchen this evening and asked me if I could charge the remote control truck as I was doing work on my laptop. I didn’t think anything of it and I plugged the truck into my laptop so my son could see I took immediate action. I did not have to skip a beat, but for a few seconds. 25 minutes later, after I hit save on my proposal, I gathered my papers/calculator/pen and I then smiled because of this visual. (For compliance reasons, I changed the screen page so I could capture the moment.)
24/7/365 . . . I want to compete against your people. Let’s talk . . .
