This week’s Financial Detox show starts off with appreciating our country’s Veterans and admiration of General John Kelly. His famous “Six Second Speech” reminds us all of the service, bravery and sacrifice that our armed forces demonstrate on a daily basis. We owe a tremendous debt of gratitude for the freedom provided to us all through their valiant actions. On the topic of Thanksgiving and giving thanks, Jason and Alex share their appreciation of IDA’s amazing clients and talk about the annual Thanksgiving Pie Client Appreciation Event. This open house is held the Tuesday of Thanksgiving week, this year falling on 11/26 from 3-5pm at the Carlsbad office. They welcome listeners to come to the event, have a sample of the famous Carlsbad Village Pie Shoppes delicious pies, mingle with clients and meet some of the IDA team. Jason discusses the mission of IDA and it’s pursuit to deliver value and a better investment experience to clients. There are thousands of financial advisers across the country, but by intentionally and persistently serving clients through the collective wisdom of the entire firm’s team, clients truly have a unique experience from the norm. So often the typical adviser, while working for a mega financial firm, is operating in a silo susceptible to their own behavioral blunders and conflicts of interest. There are several other components to the Financial Detox Client Experience, including Behavioral Coaching, Asset Class Selection, Lower Cost Investments, Tolerance Band Rebalancing, Asset Location & Tax Efficient Withdrawal Strategy and Tax Loss Harvesting. The show outlines the importance of having a full-time fiduciary adviser team whose purpose and mission is to relentlessly deliver value to their clients.
In this show you will learn about:
- General Kelly’s Six Second Speech
- IDA’s Annual Client Appreciation Thanksgiving Pie Event
- The IDA Mission to Deliver Value to it’s clients
- The difference between teamwork and a silo experience
- The Components to the IDA Client Experience
The content of this radio show is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Mr. Labrum and Intelligence Driven Advisers/Financial Detox are not responsible for the consequences of any decisions or actions taken as a result of information provided in this radio show and do not warrant or guarantee the accuracy or completeness of the information provided. The information discussed today reflects the views of Mr. Labrum and his guest(s) as of the date of this show and are subject to change without notice.Past performance is no guarantee of future results. Any forward looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. Accordingly, listeners should not rely solely on the information provided today in making any investment decision.There is a risk of loss from investing in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses.