That’s the year I bought my first 10 shares of KO – Coca Cola.
My advisor was John Snodgrass with Drexel Burnham.
Some years later, when I became a financial advisor myself, I took on the duel role of client (me) and advisor (me).
For 38 years this has worked – really well.
Then, a Covid-19 powered market freight-train rumbles through your portfolio.
And the complexities of planning and investing, when combined with an ever closer ‘retirement age’ (whatever that means/meant), make do-it-yourself that much more challenging.
Turns out that there are a ton of do-it-yourself investors who, in one form or another, up and down the life stage spectrum, are now seeking out professional advice.
Want to help your best advisor clients right now?
Assist them in marketing to and communicating with (virtual seminar?) all those prospects that rejected them in the past because they opted to go it alone.
These are the kinds of wholesaling efforts that will lift you out of The Sea of Sameness.
We are continuing to add to our Resources To Help You Weather The Coronavirus Storm page.
If you’d like to grab 15-minutes of phone time with me to discuss anything (an insight, second opinion, or creative idea), email me for a link to schedule an Ask Me Anything call – with my compliments, as a reader of Wholesaler Masterminds®.
This post was originally published in the Wholesaler Masterminds Sunday Night Email.