The Wealth Consigliere

  We are evolving out of the pandemic. Finding a good teacher that isn’t selling us something is sacrosanct. It is a responsibility that we as independent advisors need to identify the best new approach.  This week we will cover numerous subjects that can help. I love my favorite teachers because they they didn’t have a conflicting agenda. They sincerely wanted to make me to learn and improve.  Numerous Approaches We need to do a third party examination of our business. The third party might see unique items we take for granted. This examination will help us improve.  Our blind spots are easier to see using a third party. Have a cocktail and ask a friend their opinion.   Seasonal Changes   The seasonal changes dictate our lives. We need to be aware of the seasonal impacts on both our business and life. Just because the seasons change we shouldn’t be required to change too.  Margins Over time we realize that our margin for error is slimmer than we believe. Our capital system is not a wi

  We need to jump in the podcast pool. It seemed scary but the water and the guidance can make it enjoyable. We just need to do it. My monthly Podcast summary will focus on 2 True Crime podcasts and an educational podcast. My three favorites are: Bad Women (True Crime) https://www.pushkin.fm/show/bad-women/ Over My Dead Body (True Crime) https://deadline.com/2021/09/over-my-dead-body-fox-lake-wondery-podcast-1234844521/ Backstage Pass (Educational) https://omny.fm/shows/i-am-refocused/celebrity-vocal-coach-eric-vetro-backstage-pass-po I have found that history is difficult to dispute. 

  It sounds like many businesses are having problems hiring. I am interested in working and I view this blog  as my free online job application. Sorry, Indeed, LinkedIn Premium and AI.  We all need to have an experienced copilot. The sophisticated instruments demand help. The second opinion helps too. A successful business requires several opinions even if the final decision is made by the pilot/founder. I could be a good copilot.  The old approaches die hard. I’m surprised there are still Psychic offices in many strip centers. We need to rationalize our business to insure our approach is new world. We also need to confirm our services are what our clients want today. It is a difficult transition for all involved. We need to embrace the new and improved solutions. I am technologically proficient.   We can use the success of a subscription box in our business. The box includes items we want but would never buy individually. The contents include items we know our clients need. Sending a

  We need to land our plane and get back to work. The training and technology helped us get from point A to point B and survive. Now we need to land using our skills and the help of the technology. The airport will tell us if we are too high or low as we approach the field. Our ability to land is a combination of our approach and the skills we have learned. The landing and the takeoff are when most of our problems occur. We need to organize all that we have learned and land the plane.  We  are gullible. Examination of the “solutions”will show that they aren’t credible. The solutions are lucky and don’t have longevity. Does our advisor implement these solutions personally. My experience is they don’t.  Ask for proof and don’t be gullible.  Our life is unpredictable. Once we realize that reality we search for a person that can “accurately” predict our future. The prediction is a guess that is wrong more that it is correct. We need time to accurately examine the predictions. We want to be

  Employee retention is an essential item for all businesses. We need a new approach. The 10 year watch doesn’t work anymore. Human interactions and problem solving is the our new watch.  The phone is an amazing invention. Over the years it played a big part in our life. Who pays for the phone and how do we use it today. Both have evolved and after the new smell fades we need to answer important questions. Who will pay for it and how can we use it to improve our life. Both items change making the phone’s utility different today than when Mr Bell invented the phone.  Many of the technology platforms make it easier to disagree. We hide behind the technology to express negative opinions. While it is an improvement  -we need to identify ourselves.  Working toward an agreement is essential. Stating our opinions on a technology app can be too easy.   We need to do the research and decide what we believe. The distribution solutions are conflicted and don’t work for us or our clients. They sou