If you go flying back through time and you see somebody else flying forward into the future, it's probably best to avoid eye contact.
When I look back over the last several years and think forward to the next several years, I can say that I didn't expect what has happened to me and can't imagine what's ahead of me. And I suspect many of you feel the same way. So why do any of us think that we can create a plan and that it is a sacred script never to be altered? Not only do tax laws change, but so do clients, and so do we. The Wealth Management Index™, too, has changed.
I ended my book 15 years ago this way:
The Wealth Management Index™ is many things. It is a client expectation management tool. It can be a performance appraisal ...