Financial Planning Fridays #100: 100 Episodes Strong!

Hi, friends! We started Financial Planning Fridays almost 2 years ago because we wanted a way to talk with every one of our clients each week. Despite our best efforts, it is impossible to get all of our clients on the phone that often. They are all busy, successful people, so we did the next best thing. We decided to create short weekly videos that they can watch or listen to anytime each week instead. Using video, we are able to present the key thoughts, strategies, and ideas that we feel are most important for our client’s financial lives AND allow them to watch on their own schedule, when they have a few free minutes of downtime to spend with me. And we have done exactly that for the past 100 weeks in a row. We are very grateful that you have also forwarded so many of our videos to your friends and family during that time. As a direct result, many have then reached out to us and then gone on to become full time clients, largely because our message of simple, straightforward financial planning and investment advice resonated with them. They wanted the same amazing experience that all of you have had at Presilium. However we are far from finished. So many of our friends, family, and colleagues are still not getting the experience they deserve. So, as you continue to watch each week, please forward those videos that you find most valuable to those most important to you. We love talking with all your friends and family. Please continue to use us as a resource and 2nd opinion for anything they may need. Finally, thank you for continuing to watch each week. It’s amazing to think how far we’ve come since FPF #1. We now have more than 2,000 subscribers on YouTube and our videos have been watched more than 450,000 times! We love working with all of you and will continue to send you a new video every Friday morning ! Thank you and I look forward to talking with you next week! Be on the lookout for our next Financial Planning Fridays episode. Subscribe to our Youtube Channel so you never miss an episode. Or contact us directly; schedule your 15-minute call with us today.