Perpetual Relevance

Probably the coolest thing about the financial services industry that I have witnessed in my life.

The power to reinvent yourself.

This is something my Dad has been preaching about for decades.

“This is the greatest business in the world!   (he would say to a room full of million dollar producers)  …because if the markets tank 30% tomorrow, you still have an opportunity to be relevant in the lives of your clients.  You have the ability to reinvent yourself every single day… if you don’t like who you are right now,  you can change.  There are very few other jobs out in the real world that allow you to do that… you have the greatest job in the world. It’s nobody’s business but yours.” 


This is the greatest business in the world… 

You have the opportunity to live your preferred life by doing well for others. 

If you need some help discovering exactly how to do well by doing good, you are in the right place.  If you are already on the path of trusted stewardship… keep moving.  The journey never ends.