I am a regular reader of financial advisor Josh Brown’s blog The Reformed Broker. You might find it a little strange to plug another financial advisor on a blog but I was so inspired by his post on January 4th that I had to write about it.
The post was entitled Plan Think Work Live! As my clients, prospects, and any of my 190 followers on twitter know I am a huge believer in planning. Heck I quote Ben Franklin and Thomas Jefferson regularly when it comes to planning. My favorite quote is “By failing to prepare, you are preparing to fail.” – Ben Franklin
The title of Josh’s post intrigued me. And then I opened it and it had this awesome cartoon by Hugh MacLeod.
My mind quickly raced around my 2015 plans as I read about the awesome things Josh and his team were working on.
2015 is already gotten a quick start and the older I get the faster it seems each year goes by. What struck me about Josh’s post was the focus about the big picture planning that was going on at his firm. As many of you know my firm is just getting off the ground and I am super excited about the direction it is heading. I have begun to start planning in decades, I am preparing for some exciting new additions to the team in 2015 and beyond. I am continuing to deepen my client relationships as they begin to make transitions into uncertain times in their personal and financial lives. I am fortunate, as are many financial advisors, that I have truly amazing clients where I can focus on providing them with experience, technology, and emotional guidance. I look forward to continuing to keep that the front and center focus of Thorium Wealth Management. I will never lose focus on that.
I am thinking in years by constantly evaluating new technologies that may help improve my practice or the lives that my practice touches. It is amazing how some of the new programs I have introduced through partners like eMoney, and Riskalyze are changing the conversations and helping improve the financial experience for clients everywhere.
The work in months is perfect because it is enough of a bite size chunk to accomplish but not so big to overwhelm the goal. Some of my goals this year besides growing my practice are to continue to write regularly. I find it to be a wonderful outlet to share knowledge, and also get some of the creativity that had been suppressed by the corporate machine for the early part of my career out into the world. I am really excited about the things I have in the works for 2015 and look forward to sharing them with you.
Finally I think we all lose track from time to time how important it is to Live In Days. My family regularly reminds me to take a moment and enjoy the life that is being lived around me. My biggest goal in 2015 is to maximize each day I have here and live it to the fullest. I hope you will join me in doing the same.
A Thought from The Factory on Main
Best Wishes in 2015
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.