When I started my company, I knew that I didn’t want to have 500 clients like most BIG BOX brokerage houses want you to. Trust me, I know – I had some friends that worked for those other guys, and these guys wanted them to get all their family and friends as clients before they said, “hit the road kid, you’re not meeting quotas!”
So I spent some time volunteering on different boards and committees in various financial planning associations and quickly realized that the most successful advisors didn’t have 500 clients. They only had a few clients that they did a really good job for. The problem is that since starting my company, I don’t have time to work with everyone. I also have a real hard time saying no.
Enter Thinking Beyond Numbers
Blogging is how I give back. It makes me feel less guilty about not being able to work with everyone. Besides, wasn’t that the original intent of the internet: FREE sharing.
Now, I get to share my ideas and resources found on the web with you for FREE. There is a ton of information out there. Some of it’s good, some not so good. So browse my articles and you’ll get a pretty good idea what I’m about. For those of you who would rather focus your time and effort on quality of life, rather than crunching numbers for your finances, check out my business site IAM Financial, LLC. You can find me contributing to other financial pages at Investopedia.com, FIGuide.com, and NerdWallet.com.
The Personal Stuff
I am a father of two, husband, and son of my first mentor, my dad, Ted Feight, CFP. I also love playing golf, watching Spartan football and basketball…okay the Detroit Lions too. I workout frequently (on BodySpace as rfeight) and study/teach Aikido. My goal is achieve a work/life balance.