I provide financial advice to high achieving individuals at the top of their profession. We connect your values to your money decisions. Tweets are not advice.
@mkbrinker Long onboarding process and lots of conversations about personal values and money. Experience with money, do they feel rich, what it means to be wealthy... wish there were a more formal process or checklist but that doesn’t feel genuine.
@brandonlmoss Data security services and password management advice/assistance. Being asked about it regularly by most HNW clients esp baby boomers. And current answer is 🤷🏻♂️
Golfers out there... watch this clip before your next round. There’s actually a lot of philosophy for life and business behind this. (Some language in the video btw)
https://t.co/NS5MDTMCaV
@morganhousel is easily one of the best writers when it comes to making complex topics such as investing seem so clear and relatable. A great read...”
https://t.co/Y4I0YfXoDV
@jus10castelli @anxiousadvisor If it isn’t a regulatory concern, curious if you have found a client/prospect who cares? Similar to the conversation in your recent podcast @jus10castelli - advisors are the only ones who care!
It’s easy to talk about fees, but know what is likely a more significant cost that most investors ignore?
Taxes.
Really hard to make an argument for mutual funds in a taxable account...via @StateStreet
@TR401 Yes and being burned a time or two raises red flags earlier on in the onboarding process. I wish there was a way to teach younger advisors this but sometimes you have to experience it for yourself to know.