by mrretainer | May 23, 2019 | Clients, Productivity
Now that the 8 year GOT saga is in our rearview mirror, it got me thinking about how financial services are similar to GOT. You have fighting ideologies: passive vs. active, index vs. manager plus the plagues of fee compression, compliance (sorry, but it’s true),...
by mrretainer | May 9, 2019 | Productivity, The Future
I’ve been asked, “what if I don’t change?” Well, that is an option. Someone smarter than me once said, “The easy answer is rarely the right one and the right answer is rarely the easy one.” I think the times are gone where being an advisor was about asset...
by mrretainer | May 9, 2019 | Clients, The Future
Looking at the retainer-based planning “movement” from the clients’ perspectives, several advantages are apparent. First, most working individuals and business owners do not have significant investable assets outside of their 401k or business (respectively)....
by mrretainer | May 9, 2019 | The Future, Uncategorized
I enjoy taking time off to think. Usually, there is a cigar involved (don’t judge me). A few years ago I started “thinking”; I thought “what if I never left Unisys?” And now I was a highly paid executive with a fat juicy 401k. I may not have a lot of...
