New Year’s resolutions from top financial experts
Business resolution: Look for symbiotic opportunities. Much of finance pits buyer and seller against one another in a zero-sum game, but the world of wealth management creates a myriad of opportunities for win-win relationships, where everyone can be made better off. As a company, we’ll continue to look for ways in which advisors, clients, and banks can all benefit by bringing even greater efficiency to the market.
Personal resolution: Travel! The past year has taught us many lessons, perhaps the most important of which is carpe diem (seize the day), or, more colloquially, there’s no time like the present. After a year of social distancing, I hope to take more opportunities to travel with my family and introduce our children to the wonderful diversity of thoughts, opinions, and ways of life around the world.
Gary Zimmerman CEO MaxMyInterest