What’s Your Plan?

You may not have noticed, but in the April 10, 2019 issue of the Wall Street Journal, Charles Schwab announced that they are now offering Financial Planning on a subscription basis for $35 per month and no charge for investments. What is your business value proposition and
what is your plan to compete with Chuck for the digital generation marching toward middle age?

If you have not thought about these things, or if your current BD is not talking with you about them, why not? Creative disruption is running rampant through many industries and the financial services industry will not be exempt.

At CW Financial Strategies, we do think about these things. We talk about them with our advisors and for those who want to prepare for the future, we equip them with the tools and strategies to thrive. Our mission is to enable our advisors to embrace change and meet it with a winning strategy for success.

Charles Dickens wrote, “No space of regret can make amends for one life’s opportunity misused.” It is not what you do in this life that you regret, but the opportunities you allow to pass you by. Maybe it is time for you to consider joining a future faced group and seize the opportunities to which you are entitled. Call me.