“I like to stick with music I know I can play. I love classical, but I don’t think I could ever play it. I’m just not qualified.” -Willie Nelson The word salesman conjures up a particular image in our
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Qualifications Matter
Study Carefully The Culture, The Personality Of The Company
“Process drives culture, not the other way around, so you can’t just change the culture, you have to change the system.” -Eric Ries Does a company’s culture or personality matter for our bottom line? Bottom line success? Bottom line
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The Financial Planner As Quarterback, You As Coach (and Owner)
“I am hunting for people who would be a good colleague or teammate, not someone who works for me.” -Jack Dangermond The NFL teams attaining the most success achieve synergy between owner, coach, and quarterback. The owner and coach
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Insist That Financial Planners Own Their Companies
“The basic principle which I believe has contributed more than any other to the building of our business as it is today, is the ownership of our company by the people employed in it.” -James E. Casey Financial
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Hire on Purpose, Vision, and Principles
“The purpose of human life is to serve, and to show compassion and the will to help others.” -Albert Schweitzer Never hire a person or organization who doesn’t know and state their why, their purpose. Why do they exist?
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A financial planner must be a fiduciary, right?
“That faith which is required of us is then perfect when it produces in us a fiduciary assent.” -William Wake Hiring a financial planner who is not a legal fiduciary is a blunder. Why would we do that if
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Achieving Big Things – The Compounding Of Small Actions
“Great things are done by a series of small things brought together.” -Vincent Van Gogh Can a marathon be completed without ever running? Can a book be published without ever writing? Can you build a business without working? Of
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How Not To Invest – The Unprincipled Way
“The four most expensive words in the English language are ‘This time it’s different.” -John Templeton What if we knew that the secret to investing is that there is no secret? What if we knew that the constant search
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How To Invest – The Principled Way
“The stock market is a giant distraction to the business of investing.” -Jack Bogle When it comes to investing, what matters and what doesn’t? Are there timeless principles we can rely on? Of course there are. Top independent researchers
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What Even Is A Financial Goal Plan And Why Are We So Confused?
“Average people have wishes, confident people have plans.” -Anonymous We live in a culture intoxicated by the use of the terms financial plans, financial goals, financial goal plans, and comprehensive or integrated financial goal plans. If we doubt that,
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