08-10-2023 Dollars & Sense, Hope is Not a Strategy

We just back from attending the LPL Financial Focus conference in beautiful San Diego. We had a great time networking and hearing about the latest products, tools, and ideas for us to implement.

During the conference, LPL President & CEO, Dan Arnold, made a thought-provoking statement. He said, “Ideas are interesting but execution is everything.” This got us thinking about some of the conversations we have with our own clients. A lot of clients come to our office with all of these ideas that they want to do. Then before they know it, decades pass by and they forget about fulfilling these ideas, dreams, and goals that they had – simply because they didn’t know how to execute.  If this resonates with you in the slightest, don’t let time continue passing by. Our doors are always open and we’re happy to discuss financial strategies that are right for you so you can continue pursuing your dreams and goals. Contact our team today.

Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about the importance of executing a financial strategy in a language you can understand.

 

A full complement of Dollars & Sense broadcasts found here.

 

DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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