I received an email alert the other day from a credit monitoring service that my name, mailing and email address, phone number, SSN and DOB had been part of a data breach.
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!”
Over the weekend, I volunteered at the Festa Italiana with the San Francisco Italian Athletic Club in North Beach — helping run a fundraiser for the soccer team I play on.
For many clients, their 401(k) or employer-sponsored retirement plan is one of the largest investments they own, but also the one they think about the least.
This weekend, I waited in line for two hours at the Heath Ceramics store in Sausalito for a rare factory sale. Products that were not quite up to store standards were discounted, making the set of four coffee mugs I purchased slightly more reasonably priced.
Today, I’m welcoming one of my closest and lifelong friends (and clients!), Stan, into my home in Tahoe for a few days.