Years ago, when I was a financial advisor in training, I located a prospect that was far too wealthy for me to present some options to---so my boss suggested that I take an experienced pro and watch how the presentation should go....he was a millionaire in his own right, this broker, and his family had made a fortune in Madison, Wisconsin.
After we sat down and exchanged chit chat, my mentor just said: " Well...let's review what you've got"...and the prospect listed one asset after another...it was kind of a litany of sorts....and yes there was some cheering along the way...for this man had amassed a fortune...
Eventually we all sit down to do the list...with the guys doing the list somewhat differently than the gals...the gals probably list the kids, grandkids etc...successful marriages....trips away....ah those trips to Hawaii....and yes some list their career accomplishments or professional achievements.
Years ago when I was in the hospital business, at the annual recognition dinner, one of the Vice Presidents, who was into numbers I presume, always gave the guests a recap of the year....so many loads of laundry in the last year, so many meals prepared, so many outpatient admissions, so many births etc....
The numbers do not cut it somehow...and though we cling to the numbers, we all strive to figure out what it all means....yes the book "Man's Search for Meaning" comes back from my college days....
Tuesday, June 3, 2014
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