Principles – A Key Concept in Building Wisdom, Wealth and Wellness

Jonathan Satovsky
Jonathan Satovsky, CFP®, ChFC®, CIMA®, CPWA®

It’s Back to School season! This week on the blog, Jonathan talks about defining the concepts, or principles that guide your learning and define how you show up in the world.

Good afternoon,

This is Jonathan Satovsky on this episode of seeking wisdom, wealth and wellness. 

In 1993, I started to stumble into the field of financial planning and wealth management, and it struck me right out of college that they don’t really teach you a lot about money (in school).

I wanted to learn something, I was hungry to learn! So I had to come up with a couple of simple concepts, or principles to center me on controlling the controllables of what I could do (or how I could direct my attention) since I knew there was a lot to learn.

In doing so I came up with a concept that has stuck with me since – the idea of spending my time on three things that I can commit to clients with.

For SAM, this means research, continued education and being consumer centric.

If I can focus on these three things, then I can become an indispensable part of someone’s life over a life time, both in my journey and the clients’ journey of seeking wisdom, wealth and wellness. 

As we set off on a new school year, I encourage you to find your own three rocks to get you on your way.

Have a good day.

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Video Recorded September 9th, 2020
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This video is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by SAM. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

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