Outliers Matter

Greetings, Carl here.

I’m always surprised about how the things that actually matter are the things we never saw coming.

We spend decades debating economic policy, then BAM! A pandemic hits, and millions of people lose their jobs.

We call these outlier events. And when we keep them in mind, we're more conservative in our financial decisions.

To paraphrase philosopher-essayist Nassim Taleb: The average day for the turkey is great. But then, one day, things are not so great.

It’s okay to expect every day to be average. As long as you realize that the events that have the biggest impact on your life will be things you didn’t even think about. And they certainly won’t be average.

A new wave of advisors is emerging.

These advisors are talented, care massively about the impact they make on clients, AND…

They want to build a lifestyle practice and be proud of it.

Here’s how I describe a lifestyle practice: You have a clear vision of what you want to earn, and that number gives you and your family a comfortable living.

What if you knew what enough was?

Imagine having a concrete grasp of the financial resources needed to build an extraordinary firm, take care of your family, and still have time to explore interests beyond your career!

That’s what we'll be talking about in our upcoming one-time workshop for The Society of Advice in June!

???How to Build a Profitable Lifestyle Practice and Be Proud of It

??? Thursday, June 20, 2024, at 11:00 a.m. Eastern (New York)

Start your free trial?and get access to our workshop about how to know what “enough” is in your firm.?

We talk to our clients about this topic, but rarely ourselves as advisors.

(Even if you can’t attend live, go ahead and sign up anyway. We’ll send you the replay afterward).

Here's to freedom!

-Carl