Thomas Kopelman 💵

Great advisors: advise on the entire balance sheet, coordinate and hire other professionals, & own tax planning

Okay advisors: advise on the portfolio they manage

Bad advisors: sell products only

The value of diversification in one picture https://t.co/7xwGruLZq0

Don't work with a financial advisor, you just need low cost index funds"

Oh really

Tell me why I have clients that are:

• top traders making high 7 figures

• hedge fund owners

• financial advisors

• CPAs

They understand their own corner of the financial world extremely well but almost none of it translates into understanding the rest of their financial plan

Your advisor:

• just manages investments

• does not do financial planning

• does not give you a financial plan

• won't even speak the work tax

• knows nothing about business planning

• waits for you to call them to get a meeting

• maybe sees you 1x a year

• takes weeks to respond

@AllStWealth:

• we give everyone a financial plan like the one below

• we get everyone's review meetings set multiple months in advance

• we live tax planning and have an EA on staff

• dives deep into the business and planning around it

• meet 3x a year minimum…