My Heroes

You know I’ve always said that if I were to write a paper on my history and success I would title it “IGNORANCE IS BLISS”.  Because, I never knew I wasn’t supposed to be able to do what I have done as a financial planner.

It seems that everytime I go to an industry event, speak with a journalist or meet with a group of my colleagues, they all at some point say – I would love to do what you have done.

Well, the one thing that has served me well over the past 20 years that I’ve been in business is: swimming against the current.

Now, I’m not saying that this is easy or even recommended.  In fact, it’s the exact opposite.  It is definitely not a route for the faint of heart.  But, it is rewarding…

It has taken me 20 years to create this easy success (Lol…!)

So, here is my recommendation to you:  Watch what your colleagues are DOING, take a deep breath… and then do the opposite.

You know why this works?

Most people aren’t having a whole lot of success.  Most people aren’t getting what they want out of their business or their life.

And, the bottom line is that if they aren’t getting results then I want to go in the exact opposite direction.

I have always been a bit of a dreamer.  But, a dreamer with the balls to act.  I’m more interested in finding out what doesn’t work as quickly as possible because then, I can put more time and energy into what does work.  Not because I think it will work.  Because I know it will work.

My focus is on getting extraordinary results, so I’m not going to follow the same path as everyone else.

That’s what I love about The Fee Based Financial Planning Mastery community.  The people.  These people who align themselves with this community through the fee based financial planning mastery website, the private LinkedIn Group, the LinkedIn Business Page, the Facebook Business Page, The Google+ Business Page or The Fee Based Financial Planning Mastery Academy all have the same things in common.

  • They love the financial advice FIRST business model.

  • They love the win-win results they get from operating as a fee based financial planning firm.

  • They love the total transparent relationships they have with their clients.

  • They understand that when people pay, they pay attention.

  • They truly love financial planning.  They recognize that financial planning is the key.  It always has been and always will be.

So, thank you to everyone who has contributed to this site.  You are the industry leaders.  You are the pioneers.  You are swimming against the current – and you love it.  You are my heroes.

4 Responses to “My Heroes”

  1. there is no apostrophe in heroes

  2. I enjoy your podcasts while I do my daily walk!

    • Hi Judy,
      I’m always interested to know how and when people consume the material in the Podcast. Podcasts are great for battling heavy traffic, long commutes on public transit, walks in the country and my favourite, mountain biking.


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