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BDO Exit Planning Survey... this 90 second survey is an eyeopener.

Paul Dwyer • October 28, 2020

With planning & preparation, professional results happen.  Its About Time to Talk about your Exit Strategy.  

Excellent, straightforward survey on Exit preparation and Planning.  90 Seconds of interactive basic questions.  You'll be glad you took it. 

Definitely an eyeopener.  its about time to talk about your exit and your exit plan
Link to survey here:  https://bit.ly/2HNwH36

Paul 

LET'S CHAT

Earning is inevitable. No planning involved. Retaining, deploying compounding, leveraging takes planning. Time efficient, risk efficient. 
Is it possible to accomplish:
· In less time?
· More in the same time?
· This goal more reliably?
· This goal more consistently?
· What would it take?
· How to get what it takes?
Free Consultation →

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Hope Help Pride Fear More than 4 letter words

4 Letter Words. Hope, Help, Pride, FEAR

By Paul • January 27, 2021
A Financial Planner is a trusted role. Empathy, understanding, free of judgement or blame. The advisor must embrace the client and fearlessly know the client to the point that the client can feel safe enough that they will permit their best interests to be served, beyond and often contrary to their pride and ego.

Does your Advisor see you like this?

By Paul Dwyer • December 12, 2020
Friendly Advisor? So what? Used car salesmen, realtors and lawyers are friendly too. Are you getting value for the fees you're paying? How do you know? it's a question of relative not ABSOLUTE VALUE. Financial planners are paid to plan? Even up to 5 years ago planners were compensated by the sale of investments , and they performed planning services for free. That's completely opposite today. Because of computer literacy, and the internet... all ages and stages of society have direct access high quality investment strategies, with or without a plan. Are you getting planning value? Is your financial plan still relevant? How would you know? Fees... Touchy subject? Not if you're keen on the comparative value versus alternatives. The TRUTH is. Relationship quality is a binary qualifier, and not an indicator of value . Friends - should be and are - FREE. Not all Advisors are the same. They vary in: Qualifications and Professional Development Experience Platform Specialization COMPETENCE WORK ETHIC ASSOCIATED LICENSING. Advisors may also have different capacities based on their Dealer or Brokerage. Access to: Experts Suitable Products Pricing Related Services Independent advisors are unbound and able to seek planning tools, experts, and premium products services and strategies and more. This January... when you open your Investment statements... Find out what your Fees are and get mad enough to seek better value elsewhere. or... Not. Its a question of Relative Value... Paul
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