👇 as they say “retweet” 🐥

Consolidation of our fragmented tech stack needs to happen. 👇

Iterative decisions 🔄 make up the totality of a financial plan. This means: 🚫 no more static 30 page plan 🎙️more engagement with clients 🎧active listening becomes paramount

Been talking with other advisors. Some who don’t us planning tools. A comment I heard “why would I use [insert planning tool] when my excel sheet can be just as wrong?” Interesting point 👀

New POD: Social Pressure - Do I Really Need That Beach/House/Porsche/Hermes? youtu.be/ZSL_CDqzSno #lbwwealth #fomo #personalfinance

Heard and interesting 🎬 the other day. “Don’t try and change people’s behavior, that is a talk task.” Meet people where they are at, not where you feel they should be at.

Had a big step forward today! Excited for what’s coming. Hyphaway

This exchange between Warren Buffett and Charlie Munger is golden—lessons for building wealth and living a better life: Buffett: "Write your obituary and try to figure out how to live up to it. For business, You just want to make sure you don't make any mistakes that take you

Meet our new intern, Tatiyana! Welcome aboard. #lbwwealth #dreamteam

In Los Angeles, across a wide range of assets suitable for value-add strategies: At current rent levels, the price of buildings needs to come down by ~30% to make deals pencil.

Stand for peace! #peace

The daily grind of trying to bring a game to fruition is starting to bog me down a bit. Whenever this happens there’s nothing more refreshing for me than playing said game—it reminds me how damn great the game is… Plus it’s just fun. Hit me up if you wanna play @HAVOCtcg today!

Texting back and forth with our #CDO Eric Just is always a treat. The comemnts around #AI are always interesting. Here is one of his hot takes: “I really think of GPT usage like golf. Use as little as possible to get the results we want. ⛳️⛳️⛳️