One Wealth Advisors’ Post

Certainly! Conscious capitalism combines profit-making with a focus on a higher purpose, stakeholder orientation, conscious leadership, and a conscious culture. It isn’t limited to specific industries or company sizes. It’s about integrating ethical considerations into business practices while achieving financial success so profit and purpose can coexist harmoniously.

The ABCs of success start here: https://lnkd.in/eYqFDquK

Once upon a time there was a financial advisor…. He had dreams of helping people have a better life and break out of the wealth gap. He did what everyone said he should do to achieve this. He went to school and got a degree. He got all of his securities & insurance licenses. He knew the business would be hard - so we went to work for a big box financial institution. Was trained by the senior advisors there. Sold mutual funds, helped clients max their retirement accounts, and made sure everyone had ample term insurance until they retired, and even helped people pay off their mortgage as quickly as possible. And then one day at the end of his career, he realized he did help a lot of people. Unfortunately, the people he helped the most was the mutual fund company, the IRS, the term insurance company, and the mortgage company. The clients were dead last. —————— This advice has been proven to not be ideal for the client planning for maximums through thier life. It’s the client who lives in the minimums. The minimum amount of retirement income; the minimum amount of legacy; the minimum amount of liquidity. The only maximums the client achieves is *more than likely* taxes & fees. Readers: this is the type of planning that academia and the government/financial institutions teach advisors how to sell. Are you getting advice that sounds like this?? If you’re not sure - would it be worth a conversation to find out? Schedule a conversation with me and we can discover together.

For our friends at the Ameriprise Financial Services, LLC Inspiring Excellence conference come on by and visit Joseph Reedy and me at the Eventide booth in the marketplace. We don't have nail files, hand sanitizer, or a "wrist disc"?... But, we sure look forward to talking with you about: - The power of investing to change the world, - Investing is ownership, - Good profit, and value creation as an underappreciated source of alpha!

Can you imagine being in business for yourself but not by yourself? At New York Life, you’ll have the backing of a Fortune 100 company, while receiving individual guidance and mentoring along the way. Let’s talk about how you can become a New York Life financial professional today.

Can you imagine being in business for yourself but not by yourself? At New York Life, you’ll have the backing of a Fortune 100 company, while receiving individual guidance and mentoring along the way. Let’s talk about how you can become a New York Life financial professional today.

Can you imagine being in business for yourself but not by yourself? At New York Life, you’ll have the backing of a Fortune 100 company, while receiving individual guidance and mentoring along the way. Let’s talk about how you can become a New York Life financial professional today.

Can you imagine being in business for yourself but not by yourself? At New York Life, you’ll have the backing of a Fortune 100 company, while receiving individual guidance and mentoring along the way. Let’s talk about how you can become a New York Life financial professional today.

Can you imagine being in business for yourself but not by yourself? At New York Life, you’ll have the backing of a Fortune 100 company, while receiving individual guidance and mentoring along the way. Let’s talk about how you can become a New York Life financial professional today.

Can you imagine being in business for yourself but not by yourself? At New York Life, you’ll have the backing of a Fortune 100 company, while receiving individual guidance and mentoring along the way. Let’s talk about how you can become a New York Life financial professional today.