By David Steele I spent my twenties and thirties reading every book on metaphysics, psychology and philosophy that I could get my hands on. And then by my early forties,...
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At One Wealth Advisors, a primary driver behind the growth of our business has been from client referrals. Our philosophy has been that the more we focus on client service and planning, the more clients might be inclined to introduce us to a friend, family member or any other individual in their network. Upon being introduced to a prospective client, oftentimes we are asked, “What is your minimum?” When we first started One Wealth my favorite answer was to say, “Our minimums are nice people!”
If someone asked you today, how do you feel about the economy, what would you say? What about the stock market? If you follow the news, what is your perception of 2023? These questions may feel quite loaded, but they have been on my mind as we approach the end of the year.
About five months ago, I wrote a One Wealth Perspective on an important goal I had set out to achieve: passing the CERTIFIED FINANCIAL PLANNER exam. On Friday, November 3rd, after 14 months and approximately 1200 hours of studying, 170 questions and 6 hours in a cubicle at a Reno testing center, and maybe a few tears later, I did just that.
