The Archives at the Factory

When 99.9% is not enough!

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I have been thinking long and hard about a lot of things in the investment and financial advice industry over the last few months. What I uncovered is that there are a lot of people doing just enough. The idea of going above and beyond for clients is quickly dying as more and more people are automating all sorts of tasks from grocery shopping (actually pretty useful) to investing (jury is still out on this one). I took a long hard look at everything we are doing here at Thorium Wealth Management from the investment process, client management, to long term succession planning, to every expense paid, and the Return on Investment for the business. It has been eye opening.


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Why Do I Do What I Do?

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I recently had a Jerry Maguire moment in my business. For many people their Jerry Maguire moment occurs when they take a leap of faith and go out on their own. Like the famous scene where Tom Cruise walks out of the office with the goldfish after yelling Show Me the Money! My Jerry Maguire moment had more to do with the core of what Jerry was getting at in his written manifesto (Its not a memo). He wanted to have more meaningful relationships with his clients. He felt the business had become too focused on the wrong things and they had lost sight of what they really did as agents.


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The Best Thoughts From the Factory in 2016

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Saying 2016 was an eventful year might be a giant understatement and not just because we had an unprecedented Presidential Election. It was eventful for my blog because we crossed 20,000 views for the year which is exciting to me. This year the blog got a redesign that took away some of the writing time, but I am proud of the pieces I wrote this year and have a very exciting 2017 planned for my readers.


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