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I can learn a LOT from how @acmejla has structured his practice and is leveraging his time. Everything I learned in his podcast with @MichaelKitces was confirmed in genuineness from our two hour conversation in person.
@scott_r_frank is the real deal, and I'm giving serious thought to flying out to CA with my wife to walk through the process of Life Planning as a couple guided by him.
I have 90% of the infrastructure to implement a virtual planner, and am grateful for @ShawnTydlaska sharing how and why he does this in his firm. For it to work well I need to systemize a few things I currently ad hoc and make one additional tech purchase.
I need to spend considerable time within @Wealthbox building out better work-flows that exist but aren't yet formalized. This is going to increase efficiency, and also allow for more organization when brining on team members.
I'm blown away with what @altruistcorp and @jasonwenk are cooking up. That could be a monstrously large game changer and seriously shrink my tech budget for portfolio management... while making it even better.
When offering advice/suggestions, follow up with 3-4 questions from @advicesticks. What do you think about this? What benefit do you think it'll bring? If you were to do this, how confident are you that you'll stick with it? What are some things that might get in the way?
I need to be focusing on the right things today (systems, growth goals, client service expectations, fee structures) that allow for a future End Game for the firm (succession, sale, or merge). Never too early to start this. (credit @JDBruceCPA).
The values conversation I have with clients today pale in comparison to what @JasonHowellCo is doing with his clients - creating family governance documents. A lot can be learned from him in fleshing this out in more detail.
I've always admired @TimMaurer and now all the more so. I was so caught up in his talk that I stopped taking notes and need to catch the replay. Understanding our personal Story and its relation to money helps us better understand clients' own Stories and relation to money.
Lastly: community matters. We all can feel on an island at times, and lost in the sea of autonomy. Super beneficial to have your small circle of trusted friends who know you well combined with a larger group of people trying to make a difference on a large scale.🙏@XYPlanning
