The Wealth Consigliere

After numerous delays I am joining the podcast industry. .  My podcast tittle is I’m Not Dead Yet. . This is a catchy phrase stolen from Monty Python. It has numerous definitions that can enhance my podcast. Age discrimination is real and impacting me as an experienced 59 year old. I hope to share my thoughts and experiences on my podcast. More information to follow…

 We need to figure out what we are good at and enjoy. The exercise is imperative to our happiness and success. The aptitude’s are identified as we live our lives. Finding a firm that that requires our aptitude will benefit both parties. 

As we enter a new year I will not have predictions. Predictions insult your intelligence. What I have noticed over my 200+ blogs is that many of our challenges in the wealth advisory industry are similar to challenges in other industries. I will start 2022 with the challenge of adding professionals who have experience.   We all want to add experienced professionals. How we glean their experience is important. They don’t want our job, but they do want us to listen. Their experience can be an invaluable asset if we listen. Listening also requires asking good questions.  Happy New Year 🎆