I’m scared that as you’ve been gathering client’s money and allocating pieces towards equity investments (AUM), you’ve only felt prosperity. Alongside the client, you’ve both exclusively experienced the good times. I’m scared there’s too much money in the system, it’s too loose, and too many people lack perspective.
The list is long, thought-provoking and worth your time; especially if you want to “target” a more affluent client in the future.
Whatever that cancelled activity was, the thing that just gave you relief and bliss, get rid of it forever.
Step One: Invent something worth making & worth talking about. You need to be proud of it. And it needs to bring more than marginal change.
The world doesn’t happen to you. You happen to the world.
Knowledge without action is pointless. The world belongs to “doers”.
I don’t really know if I have a point. Other than wanting to share an incredible story that I’ll never forget; knowing something beyond my understanding happened. I guess, if it’s meant to be…
With foundations like that set inside your firm, every future decision becomes more clear.
… money; and what it does to you.
De-Evolution of Personal Finance. As we move forward, let’s look backward…all the way back to the days of Ben Franklin.