The Wholesaler Who Has No Shoes
Published: Sun, 03/08/20
,
They are topics that consume your daily discussions.
Financial planning.
Asset allocation.
Lifetime income.
Making sure clients understand the implications of being under-insured.
Our firms churn out the sales literature.
The seminar slides.
The subject matter expert speakers.
And yet, as I was reminded of just this week, some of the most successful wholesalers in North America have no shoes.
They earn a ton of money, and some have the net worth of the 1%, yet they have simply neglected to plan for the unforeseen - extended illness, disability and, heaven forbid, death.
So, this week is a community service message: stop telling yourself how busy you are or how you'll get around to it soon.
Get a referral to an estate planning attorney and put your plan (living trust, financial power of attorney, advance directive, etc.) in place.
Rob
p.s. If you have a minimum million dollar net worth (not including primary residence), we're knocking around the idea of a Millionaire Wholesaler™ Mastermind event.
We'll assemble subject matter experts (peak performance, financial planning, wholesaler practice, health/wellness) at an offsite location for a couple of days of learning, camaraderie, and maybe a glass of wine.
To get updates as we move this thought forward, send me an email.
Financial planning.
Asset allocation.
Lifetime income.
Making sure clients understand the implications of being under-insured.
Our firms churn out the sales literature.
The seminar slides.
The subject matter expert speakers.
And yet, as I was reminded of just this week, some of the most successful wholesalers in North America have no shoes.
They earn a ton of money, and some have the net worth of the 1%, yet they have simply neglected to plan for the unforeseen - extended illness, disability and, heaven forbid, death.
So, this week is a community service message: stop telling yourself how busy you are or how you'll get around to it soon.
Get a referral to an estate planning attorney and put your plan (living trust, financial power of attorney, advance directive, etc.) in place.
Rob
p.s. If you have a minimum million dollar net worth (not including primary residence), we're knocking around the idea of a Millionaire Wholesaler™ Mastermind event.
We'll assemble subject matter experts (peak performance, financial planning, wholesaler practice, health/wellness) at an offsite location for a couple of days of learning, camaraderie, and maybe a glass of wine.
To get updates as we move this thought forward, send me an email.