Bryan Hasling, CFP®

Whenever a financial advisor reaches out to try to make me their client, I ask them to walk me through how $10 of depreciation impacts the three financial statements. Gets them every time.

Advisors have a hundreds of neat wall st tricks to manage wealth BUT, consistently, here’s what clients ACTUALLY end up liking about their advisors: (it’s not what you think) 1) Wiring money / moving large money - it sounds silly, but ppl get VERY nervous wiring $. We help fund almost-every home purchase and we access funds <24-hrs. We’re like private bankers for deal makers. 2) Inconsistent Cash partner - our clients make large, choppy amount of cash/RSUs. So we regularly have the “what should we do with this $” convo. It’s boring + grounding convo we have ALL the time. 3) Having someone to talk to - this is big. Wealthy ppl are on an island. Parents/friends start looking at you funny. You’re a little uncomfortable. New skin. Advisors don’t judge, and you can tell them anything. 4) talk you out of dumb stuff - your new-rich friends will constantly try to get you into their friend’s new deal/hot fund. You think “this is what rich people do,” so you invest. This goes on until you die. Advisors help ground the convo, and talk you out of deals that don’t move your life forward, or would stress you out. 5) make sure your family gets your wealth if you die - sounds simple, but it keeps people up at night. You want to not screw up your kids, you want your spouse to live stress-free, and you want everyone to be on the same page. Hiring an advisor is like buying Insurance on your estate plan. It will get done. —- These topics are wild, bc I can’t sell those on a website. People call us bc they “tax issues” or “my options expire in 90-days” or ask “how do I diversify out of startup equity without paying too much tax?” But in reality, it’s all those intangibles that people REALLY hire for (and never give up) It’s a luxury that not all families can have. A true partner and resource. But the ones that have it, will never give it up.

Advisors have a hundreds of neat wall st tricks to manage wealth BUT, consistently, here’s what clients ACTUALLY end up liking about their advisors: (it’s not what you think) 1) Wiring money / moving large money - it sounds silly, but ppl get VERY nervous wiring $. We help fund almost-every home purchase and we access funds <24-hrs. We’re like private bankers for deal makers. 2) Inconsistent Cash partner - our clients make large, choppy amount of cash/RSUs. So we regularly have the “what should we do with this $” convo. It’s boring + grounding convo we have ALL the time. 3) Having someone to talk to - this is big. Wealthy ppl are on an island. Parents/friends start looking at you funny. You’re a little uncomfortable. New skin. Advisors don’t judge, and you can tell them anything. 4) talk you out of dumb stuff - your new-rich friends will constantly try to get you into their friend’s new deal/hot fund. You think “this is what rich people do,” so you invest. This goes on until you die. Advisors help ground the convo, and talk you out of deals that don’t move your life forward, or would stress you out. 5) make sure your family gets your wealth if you die - sounds simple, but it keeps people up at night. You want to not screw up your kids, you want your spouse to live stress-free, and you want everyone to be on the same page. Hiring an advisor is like buying Insurance on your estate plan. It will get done. —- These topics are wild, bc I can’t sell those on a website. People call us bc they “tax issues” or “my options expire in 90-days” or ask “how do I diversify out of startup equity without paying too much tax?” But in reality, it’s all those intangibles that people REALLY hire for (and never give up) It’s a luxury that not all families can have. A true partner and resource. But the ones that have it, will never give it up.

Advisors have a hundreds of neat wall st tricks to manage wealth BUT, consistently, here’s what clients ACTUALLY end up liking about their advisors: (it’s not what you think) 1) Wiring money / moving large money - it sounds silly, but ppl get VERY nervous wiring $. We help fund almost-every home purchase and we access funds <24-hrs. We’re like private bankers for deal makers. 2) Inconsistent Cash partner - our clients make large, choppy amount of cash/RSUs. So we regularly have the “what should we do with this $” convo. It’s boring + grounding convo we have ALL the time. 3) Having someone to talk to - this is big. Wealthy ppl are on an island. Parents/friends start looking at you funny. You’re a little uncomfortable. New skin. Advisors don’t judge, and you can tell them anything. 4) talk you out of dumb stuff - your new-rich friends will constantly try to get you into their friend’s new deal/hot fund. You think “this is what rich people do,” so you invest. This goes on until you die. Advisors help ground the convo, and talk you out of deals that don’t move your life forward, or would stress you out. 5) make sure your family gets your wealth if you die - sounds simple, but it keeps people up at night. You want to not screw up your kids, you want your spouse to live stress-free, and you want everyone to be on the same page. Hiring an advisor is like buying Insurance on your estate plan. It will get done. —- These topics are wild, bc I can’t sell those on a website. People call us bc they “tax issues” or “my options expire in 90-days” or ask “how do I diversify out of startup equity without paying too much tax?” But in reality, it’s all those intangibles that people REALLY hire for (and never give up) It’s a luxury that not all families can have. A true partner and resource. But the ones that have it, will never give it up.

Advisors have a hundreds of neat wall st tricks to manage wealth BUT, consistently, here’s what clients ACTUALLY end up liking about their advisors: (it’s not what you think) 1) Wiring money / moving large money - it sounds silly, but ppl get VERY nervous wiring $. We help fund almost-every home purchase and we access funds <24-hrs. We’re like private bankers for deal makers. 2) Inconsistent Cash partner - our clients make large, choppy amount of cash/RSUs. So we regularly have the “what should we do with this $” convo. It’s boring + grounding convo we have ALL the time. 3) Having someone to talk to - this is big. Wealthy ppl are on an island. Parents/friends start looking at you funny. You’re a little uncomfortable. New skin. Advisors don’t judge, and you can tell them anything. 4) talk you out of dumb stuff - your new-rich friends will constantly try to get you into their friend’s new deal/hot fund. You think “this is what rich people do,” so you invest. This goes on until you die. Advisors help ground the convo, and talk you out of deals that don’t move your life forward, or would stress you out. 5) make sure your family gets your wealth if you die - sounds simple, but it keeps people up at night. You want to not screw up your kids, you want your spouse to live stress-free, and you want everyone to be on the same page. Hiring an advisor is like buying Insurance on your estate plan. It will get done. —- These topics are wild, bc I can’t sell those on a website. People call us bc they “tax issues” or “my options expire in 90-days” or ask “how do I diversify out of startup equity without paying too much tax?” But in reality, it’s all those intangibles that people REALLY hire for (and never give up) It’s a luxury that not all families can have. A true partner and resource. But the ones that have it, will never give it up.

Advisors have a hundreds of neat wall st tricks to manage wealth BUT, consistently, here’s what clients ACTUALLY end up liking about their advisors: (it’s not what you think) 1) Wiring money / moving large money - it sounds silly, but ppl get VERY nervous wiring $. We help fund almost-every home purchase and we access funds <24-hrs. We’re like private bankers for deal makers. 2) Inconsistent Cash partner - our clients make large, choppy amount of cash/RSUs. So we regularly have the “what should we do with this $” convo. It’s boring + grounding convo we have ALL the time. 3) Having someone to talk to - this is big. Wealthy ppl are on an island. Parents/friends start looking at you funny. You’re a little uncomfortable. New skin. Advisors don’t judge, and you can tell them anything. 4) talk you out of dumb stuff - your new-rich friends will constantly try to get you into their friend’s new deal/hot fund. You think “this is what rich people do,” so you invest. This goes on until you die. Advisors help ground the convo, and talk you out of deals that don’t move your life forward, or would stress you out. 5) make sure your family gets your wealth if you die - sounds simple, but it keeps people up at night. You want to not screw up your kids, you want your spouse to live stress-free, and you want everyone to be on the same page. Hiring an advisor is like buying Insurance on your estate plan. It will get done. —- These topics are wild, bc I can’t sell those on a website. People call us bc they “tax issues” or “my options expire in 90-days” or ask “how do I diversify out of startup equity without paying too much tax?” But in reality, it’s all those intangibles that people REALLY hire for (and never give up) It’s a luxury that not all families can have. A true partner and resource. But the ones that have it, will never give it up.