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Building an army of talented financial advisors and systems to keep up with them!

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Meeting the “Spirit” himself. @michaelbatnick was a lot nicer in person than he is to Ben on his show. #animalspirits podcast I’ve followed for more than 5 years, fun to meet him in person.

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New HQ in Draper, UT! Crazy times.

[Dakota Robertson @WrongsToWrite]

School lied to you about writing.

Give me 3 minutes and I'll improve your writing 10x more than 12 years of English class.

-Thread-

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@chrisaclark33 @ElliottMAppel Totally agree! If you read the book “scarcity” you’ll be entirely freaked out by about having any important conversations on low mental resources late at night.

https://t.co/BAbXiWBrzE

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@Thoriumwealth @adammarkowitzEA Not all firms wait. Some send the 5498 out in Feb with the CYC only and don’t adjust for the PYCs done later. I’m saying I prefer this route.

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@TKopelman Preach!!! With you 100%. I often get the question, “is it better if I work another year before I retire?” Better in what way? More money or more time?

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@robertsofia conscientious. Seems like it wraps up honesty, hard work, and competence all in one.

Definition:
1. (of a person) wishing to do what is right, especially to do one's work or duty well and thoroughly.

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@BestInterest_JC I like it. Very cool. That is a lot of work at scale!

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@DefineFinancial @JamesClear I see! Okay, I'll look into it. I wondered how people buy a ton of books at once.

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@JamesClear I want to buy 17 copies of your book for my team. Amazon limits me to 4. Any ideas?

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(atomic habits)

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@DarenBlonski Ha ha!!!

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The $27M of gold stolen at the end of the Italian Job in 2003 is worth $135M now. 8.8% rate of return. (Just finished watching with the fam) that U shape in the chart is a rough decade!

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Don’t assess your employees’ talents until they know your ecosystem. You’ll make false judgements.

Guess what has been the most surprising training needed for our new hires…gmail! Everyone was on outlook prior and Gmail throws us all for a loop at first.

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@BestInterest_JC Monte Carlo banding. @MichaelKitces has good info on this. You adjust spending up if your confidence level is too high. Withdraw less if % level is too low. It Forces success & Result is often greater than 4%. 4%-ers will likely die with a lot of $. That is sad if not their goal.

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For an entire month I could not figure out why I was dragging every day in the early afternoon. I accidentally took the canister on the left to work thinking it was the canister on the right. Apparently a little lunchtime dose of melatonin will do that to you.

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@TimeINthemarke7 @MeasureTwiceMNY Thank you! This is what happens when I get bored.

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Who is that creepy looking guy standing behind you? Oh wait, that’s just me coaching my girls team.