Well, first of all, John, congratulations on 25 successful years in business as a financial planner. And I imagine in those 25 years to this point, you’ve probably seen every situation and scenario imaginable. And I’m wondering, with all that experience, what’s your favorite part about your career today?
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Well, first of all, John, congratulations on 25 successful years in business as a financial planner. And I imagine in those 25 years to this point, you’ve probably seen every situation and scenario imaginable. And I’m wondering, with all that experience, what’s your favorite part about your career today?
Well, beyond the social interaction with my clients who I love, it’s having to know a little bit about everything. Money touches every aspect of our clients’ lives, and so I’ve naturally become a voracious reader and a curious person to keep pace.
Obviously financial planning is a given, obviously taxes, but there’s a little bit of marriage counseling. You need to know a little bit about real estate, leasing and buying cars, employer retirement plans and benefits, and career counseling. I even co-authored a book on this. So, college funding and talking to kids about money.
So really, it’s just having to know a little bit about every aspect where money sort of has an impact on our clients’ lives.
So, it’s safe to say that when our clients come to us, they’re not just finding a numbers guy.
Not at all.