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(1). To be able to adapt quickly to different situations … even when you have no idea what you’re doing.
“Okay, team … now if we’re going to hold ourselves out there as a nimble wealth manager, we’re going to have to cut a few corners for our clients. So, I’d like to get your thoughts on SEC reporting avoidence strategies ….”
(1). To try to find out what a company’s really all about. Turns out, they do way less than they say they do … and cost way more.
“Look, Tom, this is all great stuff, but we really need to go behind the website here to find out what we’d really be paying for. Sounds like a lot of ‘will do’s’ but not a lot of ‘can do’s’ to me.”
