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Take a look over my portfolio over the last 10 years if you have a higher percentage gain than myself then you can manage my portfolio; if I have a higher percentage then I will manage your portfolio
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Have you owned a business? If so what was your free cash flow in the last year?
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What is your portfolio management philosophy?
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How many months out of the year do you work? and how many months are you on vacations?
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Do you pick up your kids from school?
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What is your why? for business?
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In your opinion which business in the industry has the best business model?
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What is the name of your firm and other than “exactly me” what else do they specialize in?
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Why did you become a financial planner?
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What is your philosophy for a “down market”?
