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Why do you do what you do?

Simon Sinek’s book, Start With Why, is in my opinion a must read for everyone.  In this book, Simon points out that companies that start with why have much greater success than ones who lead with what or how.  And how great leaders inspire action.  Even though his Ted talk is a few years old, I think it’s worth re-watching.  In fact, I have a reminder that goes off every quarter to re-watch the video to ensure that we’re always leading with our why.

Proper’s Why:

We believe when people are confident in their investment strategies and financial plans, they feel more safe, secure and happy.  When they feel more safe, secure and happy, all of their interactions are improved and the impact on society is greatly impacted.  We view this like a rock thrown in a lake that ripples out.  Our ability to positively effect our clients state of mind can have far reaching implications.

At my core, I think it’s a simple concept.  I truly enjoy helping people because it feels good to help others.

I re-watched Simon Sinek’s TED talk recently and is something I will do every few months to ensure we continue to start with why as our business and ourselves grow.  I have included the video below and hope all of you take the time to watch or re-watch this.

 

If you’ve accumulated a 7 figure portfolio or net worth and are interested in speaking with us, please email, call or fill out the form below.

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Best Regards,

Jared Toren
CEO & Founder

 

Proper Wealth Management’s (“Proper”) blog is not an offering for any investment. It represents only the opinions of Jared Toren and Proper . Any views expressed are provided for information purposes only and should not be construed in any way as an offer, an endorsement, or inducement to invest. Jared Toren is the CEO of Proper, a Texas based Registered Investment Advisor.   All material presented herein is believed to be reliable but we cannot attest to its accuracy. Opinions expressed in these reports may change without prior notice. Information contained herein is believed to be accurate, but cannot be guaranteed. This material is based on information that is considered to be reliable, but Proper and its related entities make this information available on an “as is” basis and make no warranties, express or implied regarding the accuracy or completeness of the information contained herein, for any particular purpose. Proper will not be liable to you or anyone else for any loss or injury resulting directly or indirectly from the use of the information contained in this newsletter caused in whole or in part by its negligence in compiling, interpreting, reporting or delivering the content in this newsletter.  Opinions represented are not intended as an offer or solicitation with respect to the purchase or sale of any security or financial instrument, nor is it advice or a recommendation to enter into any transaction. The material contained herein is subject to change without notice. Statements in this material should not be considered investment advice. Employees and/or clients of Proper may have a position in the securities mentioned. This publication has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information, you should consider its appropriateness having regard to your objectives, financial situation or needs. Proper Wealth Management is not responsible for any errors or omissions or for results obtained from the use of this information. Nothing contained in this material is intended to constitute legal, tax, securities, financial or investment advice, nor an opinion regarding the appropriateness of any investment. The general information contained in this material should not be acted upon without obtaining specific legal, tax or investment advice from a licensed professional.

Author: Jared Toren

Jared Toren is CEO and Founder at Proper Wealth Management. Proper was born out of frustration with the inherent conflicts of interest at big brokerage firms influencing advisors to sell products that were not suitable for clients but profitable to the firm along with a consistently mixed message of who’s interest was supposed to be put first; the clients’, the firms’, shareholders or advisors.

At Proper, our clients interests come first. We are compensated the same regardless of which investments we utilize so there’s no incentive for us to sell high commission products. Since we focus on a small number of clients, we are able to truly tailor our advice to each person’s unique circumstances.

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