Post by John Lefferts

After 35 years of experience in running advisory firms, building distribution platforms, and serving as a CEO through various market cycles, I have become increasingly convinced that the core value of our work can be summarized in two words: financial planning. It’s not about the product, the platform, or the algorithm. It’s about the planning process. I recently wrote about this for WealthManagement.com. In short, planning is the key element that compounds trust, and trust is the only durable moat in our industry. For more insights and a bit about my background, visit johnlefferts.com linked below with articles in the "writing" section.