Since COVID, the business world has changed.
When you stop to think about “the old days.”
The business world has changed forever.
I can’t remember my last business lunch.
Or round of golf with a client.
Or a beer at happy hour.
I look back at my most recent new 401(k) advice relationships.
New best friends?
Hardly.
Barely even new social connections.
I am hired to analyze client’s default 401(k) mutual funds.
No general economic forecasts or stock market commentary.
Now a free commodity resource on your computer or cell phone.
Who has time for that anymore?
Small talk is gone for good. Replaced by focused knowledge and competence.
And years of experience. Even more strange is my embarrassing lack of sales skills. I can’t remember when I last felt like “I sold that person!”
I don’t “sell” any more. I don’t “follow up” any more. Few individual 401(k) investor tell me they want to “think about it.”
Even if they did. I don’t know if I would ever contact them again.
Individual 401(k) investor want their problem solved.
Better 401(k) mutual fund decisions.
A very specific and structured mutual fund diagnostic process.
A disciplined 401(k) “stop loss” to limit potential losses.
“What to buy” in their 401(k).
More important now, “when to sell” in their 401(k).
My fiduciary status makes that happen. Authentic and genuine investment advice.
In the best interest of the individual 401(k) participant.
Not affiliated with your 401(k) sponsor (your company).
Not affiliated with your 401(k) provider (Schwab, Fidelity, etc.).
My new 401(k) investment advice clients realize.
I know a lot about 401(k) mutual funds. But I am a nice guy too. Really.
I have spent years trying to improve my social media skills. Trying to find the best way to share my 401(k) expertise. Twitter, Facebook, LinkedIn Groups, blogging, etc.
I may have finally figured it out. Nothing beats a well-crafted newsletter delivered to your inbox once a week. With independent, fiduciary-level content specific to your 401(k) investment management decisions.
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