Conclusion: After concluding 35 years in wealth management and estate planning I am no longer placing business. Have not for the past 3-4 years
I thought I might offer my observations on my 35 years. The good and the bad. And there was plenty of the latter in this business
My decision: I am leaving it all behind me
Result: Clearing my mind
Knowing all my clients and their next generation have been well served.
I may use this blog for something else
And maybe not
Now retired after decades of wealth management and estate planning I am left wondering if I should comment on my observations and experiences
Or would I be talking to myself?
I am an adherent on Twitter but dismiss Facebook and LinkedIn
Will eliminate many unions
Or send them in a different direction
24/7 work
No complaints
No coffee breaks
No drug, alcohol or nicotine problems
No pensions
No benefits
No complaints
Fast
Reliable
No sick leave
No holiday pay and time off
No predatory sex
Gender equality
Versatile
No overtime costs
ANYTHING ELSE?
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via Not Making the Cut: A Lesson in Exclusion — Kramer Chronicles
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Should I ride my scooter to work today, or take the bus? Some decisions are easy to make and clearly, this guy didn’t choose wisely! But other decisions are a little more complex. The more emotional they are the more difficult they seem to be. So, how do we make good decisions? There are dozens […]
via Stuck in a Decision? – 3 Helpful Words — Professional Life Coach
I just came across this article on Tony Robbins blog and wanted to share with you all. Tony is an amazing person who has helped millions of people with his infinite knowledge, experience and kind heart. WHO IS IN CHARGE OF YOUR EMOTIONS? Everyone wants to enhance their quality of life. Everyone wants to be […]
via WHO IS IN CHARGE OF YOUR EMOTIONS? Via @tonyrobbins — Priya Sher’s Blog
We often encounter these 2 terms, but most of us misinterpret their actual meanings. Common sense does not require thought process. It allows you to act without much thought. On the other hand, Intelligence is about thinking effectively in complex situations. All the time, you make many simple and many complex decisions. You can choose […]
Bradley Sumner's Blog 
A good sales agent⁉️
November 30, 2017What is the difference between a real estate agent who:,
Is Paid top 5% commission
Is told to get to work earning that top 5% commission
Took four and a half years to get a buyer for our home
Stated that she would get the price for our home that she calculated
Who failed to come in with her promised price
Who came in with offers substantially below replacement value
Compared that uto a thoughtful client oriented wealth management advisor
The difference is
The real estate agent is a one off short term part of a home owners life. After the sale they are gone It does not matter to them
Your wealth management advisor has been associating with you for decades They do not go away
That provides more value for you. Often they are part of your family
I
failed to our
Posted in Business Applications, Estate Planning, Family Wealth Succession, Financial Commentary, Life Insurance Related, Tim Bits! .....And Philosophy?, Uncategorized, Wealth Management | Leave a Comment »