LIFESTYLE ADVOCACY FAMILY FINANCE LAFF is a publication of DuPontWealth Solutions andThe Law Offices of DuPont and Blumenstiel, blending original and curated content and is intended to educate the general public about investing, finance, estate planning, personal injury, and small business issues. It is not intended to be legal or financial advice. Every situation is different.The information in this newsletter may be freely copied and distributed, as long as the newsletter is copied in its entirety.
MAKING AN IMPACT
MY SUMMER RESOLUTION
If you’ve been following this newsletter, you’ll know I’ve announced a lot of exciting projects this year. A book, webinars, speaking engagements, a serialized noir drama — our office has been buzzing with creativity. So, I wasn’t exactly surprised when a client of mine asked me, “Greg, why are you doing all this? Are you going to stop being my advisor?” The short answer is I enjoy these sorts of projects, but that isn’t quite the full story. For that, we have to turn back the clock to last summer. It was during a leadership retreat — a time that often proves valuable for self-reflection. One of the exercises that I performed led me to ponder, “What do I want to do when I grow up? What’s my ‘Why?’” For me, it’s never been enough to just set standard quarterly goals. I need to know my work is going toward a goal I can believe in. This last summer, I think I finally managed to articulate that goal clearly. I used to tell myself that I wanted to make a difference in people’s lives. But that always felt too vague. There’s no unit of measurement and, more importantly, no time limit. Recognizing this, I decided to take a page out of James Collins’ book and set myself one heck of a big, hairy, audacious goal to positively impact 1 million lives between now and 2030. Now, you can understand why I’ve been getting my message out in as many mediums as possible over the last year. Reaching 1 million people as a small-business owner in just over a decade would be an absurd goal in the age before the internet. But now more than ever before, an individual has the power to make their voice heard. My recent Facebook live event was viewed by over 2,000 people. Only 998,000 left to go!
Obviously, I’m going to have to rely on approximations. I can’t exactly walk around every seminar I give, ticking one of those hand-held tally counters bus drivers used. But given that I can’t really account for those who pass on my guidance to friends and loved ones, any guesstimation on my part is bound to be conservative. As for the 2030 time frame, well, that’s when I’m turning 65. I’m not saying retirement will be in the cards at that point, but I do want to accomplish something as audacious as this before I start getting senior discounts. I often advise my clients to set big goals for their golden years, and I’m holding myself to the same standard. Now, while I certainly am striving to share my expertise with new audiences, I’ll never do so at the expense of those who have been with me all this way. My primary role will always be to act as a worthy advisor for my clients. In fact, my stewardship has been strengthened since I first set my 2030 goal. The task of presenting and representing my core financial tenets means I’m also constantly reexamining them. I’ve always believed that the most effective advisors are those who are willing to constantly examine their own processes and find ways to improve them. In closing, I have to admit that 1 million lives are still going to be difficult to reach. So, if I’ve made a positive impact on your life and you want to lend a helping hand, consider telling a friend or loved one about our services! Our insert this month shares some ideas on how you can help me reach my goal. If you have any other ideas, I would love to hear them.
Until next time,
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