
Sign up to save your podcasts
Or

![Thoughts On Money [TOM]](https://podcast-api-images.s3.amazonaws.com/corona/show/799405/logo_300x300.jpeg)
This week's blogpost - https://bahnsen.co/3RXvTZY
The temptation to overcomplicate wealth management in the name of sophistication is strong. Financial advisors are especially prone to fall into this category as we seek to add value to our clients. I encourage our readers to focus on the north star, not to be pulled away by the clever gimmicks that pop up every year, and to exercise discipline in our process. I encourage our readers to build wealth that withstands the test of time so that many generations can benefit from the strong foundation you have created.
James Andrews
Trevor Cummings
Links mentioned in this episode:
By Trevor Cummings5
3535 ratings
This week's blogpost - https://bahnsen.co/3RXvTZY
The temptation to overcomplicate wealth management in the name of sophistication is strong. Financial advisors are especially prone to fall into this category as we seek to add value to our clients. I encourage our readers to focus on the north star, not to be pulled away by the clever gimmicks that pop up every year, and to exercise discipline in our process. I encourage our readers to build wealth that withstands the test of time so that many generations can benefit from the strong foundation you have created.
James Andrews
Trevor Cummings
Links mentioned in this episode:

8,697 Listeners

3,100 Listeners

1,532 Listeners

5,181 Listeners

4,909 Listeners

7,164 Listeners

589 Listeners

698 Listeners

2,034 Listeners

2,839 Listeners

643 Listeners

456 Listeners

26,662 Listeners