A Wendy’s Wednesday Whimsy
As we mad-dash toward another new year, it’s a good time to reflect on fitting friends, old and new.
Take Joe Goldberg, for example, who I met when we both worked at BAM Advisor Services. I went independent back in 2009, while he remained on board as director of retirement plan services until earlier this year. Like me, Joe became his own boss … with a much wider break from past job descriptions. Joe is now in charge of trimming bodies instead of 401(k) accounts at his new fitness studio, TruFusion St. Louis.
I could not be happier for Joe; even back in the day, health & fitness were core to him, as he cajoled BAM conference attendees to get up in the wee hours of the morning to join him for a morning spin. The more sweat, the wider his grin got.
One thing we both took from our years at BAM was a deep appreciation for the “do unto others” mindset you get when you combine dedicated fiduciary advice with rational evidence-based investing. Pair the two together, and you inherently end up with a powerful perspective you can’t ever fully legislate or regulate into being – and that we may too often take for granted.
I realized that when Joe recently posted as follows on Facebook:
Isn’t that just such an “evidence-based advisor” thing to say?
I always feel the same way when colleagues in my communications community succeed in their own endeavors. To illustrate, here are a couple of recent evidence-based investing communication initiatives that I had absolutely nothing to do with, but that I’m delighted to share and promote:
- Regis Media’s new documentary: “Investing: The Evidence,” was produced in collaboration with RockWealth, LLP. Like what you see? Regis founder Robin Powell is producing tailored versions of the same for a limited number of U.K. advisors, and is expecting to create a comparable U.S. version in 2018. Contact him to learn more.
- Susan Weiner’s highly regarded “How To Write Blog Posts People Will Read” class will be back in session this February, offering an excellent approach to DIY your own blogs.
So … Go Robin! Go Susan! Go Joe! (And, yes, I did do my core work this morning; I promise.)