The Power of Simplicity
The temptation to overcomplicate wealth management in the name of sophistication is strong. Financial advisors are especially prone to fall into this category as we seek to add value to our clients.
The temptation to overcomplicate wealth management in the name of sophistication is strong. Financial advisors are especially prone to fall into this category as we seek to add value to our clients.
This week's blogpost - https://bahnsen.co/3RXvTZY
The temptation to overcomplicate wealth management in the name of sophistication is strong. Financial advisors are especially prone to fall into this category as we seek to add value to our clients. I encourage our readers to focus on the north star, not to be pulled away by the clever gimmicks that pop up every year, and to exercise discipline in our process. I encourage our readers to build wealth that withstands the test of time so that many generations can benefit from the strong foundation you have created.
James Andrews Private Wealth Advisor jandrews@thebahnsengroup.com
Trevor Cummings PWA Group Director, Partner tcummings@thebahnsengroup.com
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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