“The odds of you or anyone outsmarting the markets are literally the same as winning a bet at the worst odds in any of a casino’s table games. But many are tempted. The difference is that in the Wall Street casino, they are tempted to play that game and make the bet with their retirement assets, not with a $500 entertainment budget. Forget the hype. Don’t take any more investment risk than makes sense for what you are trying to achieve.”-David Loeper, Stop The Retirement Rip-off
Many years ago, I became an independent advisor and it is liberating. I was finally a fiduciary. Now, all I had to do was answer the question, “How”?
How should I run my practice? How should I work with my clients? How should I meet their needs? How? How? How?
I was so lucky. I met David Loeper at a Financial Planning Association meeting and spent some time listening to him.
Sure, I read a lot and I keep up with the trends. I understand my industry very well and many of the options available to me and my clients. I still prefer my path and the path my clients choose when they work with me. A process, David developed.
Let’s learn a little about David’s work.
Are you an advisor that would like to learn more about David’s process and how to help your clients live their one life with more confidence? http://www.financeware.com/ruminations/wealthcarethefutureoffinancialadvising.pdf