Relentless - The Blog

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    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often.  Imagine you meet with a prospective client who was referred to you. You have a great first meeting, learn more about them; you build rapport. Maybe they bring you their financial statements for the first time. Or maybe there is a follow-up conversation, and they share with you steps they have taken on their own or with another advisor. In the past we would typically follow up these first encounters with something in writing that reflects a deeper conversation about their assets – which by the way, differs from what we do today, but we will get to that in a minute. In the past, we would have followed up with a written piece, call it an investment proposal, essentially an outline of our Growth Strategy or Income Growth Strategy.  

    What to Do About Inflation: What Our Clients Need To Know

    I received an email the other day from a great client of ours, a successful corporate executive. He...

    Batting Above Average

    As advisors, our role is to put our clients in front of positive investing opportunities. Our work...

    The Myth of Portfolio Customization

    When you walk into Merrill Lynch or Fidelity – these are two different firms and I’d like to point...

    The Problem With Assumptions

    Today we’ll be visiting the topic of fees. Fees are something everyone wants to talk about. How...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

    Which Side are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    The Worst Financial Advisor

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...

    The Illusion of Certainty

    I was fortunate to be near the water for a period of time this past summer. I like to be out in the...

    Swim Coach or Lifeguard?

    At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional...
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