Three months ago, I shared that we would be launching an investment subdivision for Financial Gym after years of client requests to provide this service. If I’m being fully transparent, I honestly had no clue how this news would be received. I knew we had a number of clients asking for this service, but I didn’t know what would happen when I sent that email into the universe. What has transpired in the last three months is something beyond anything even I could have imagined.
Read MoreTen years ago, I had a crazy idea to create a company focused exclusively on working with a population of people that I knew the financial services industry was not serving properly. When I was a financial advisor at Merrill Lynch, I was instructed to not even meet with a prospective client unless I knew for certain that they had over $250,000 in investable assets, otherwise they wouldn’t even count as a new client. This advice never sat well with me, especially as I met people who were looking for guidance and didn’t want to have to figure it out on their own.
Read More
