LBW just had its 6-year birthday. What's our journey been so far? Let's go back to 1982 when Dan was born... Just kidding! We started LBW together back in 2015, well, let's be honest because we hated our industry: we didn't want to sell unnecessary insurance products to our clients to fill our pockets, we didn't want to tell our clients to "take 4% distributions" and call it "financial planning", and we didn't want to work in an unfair toxic environment. We knew we could do better. About 90% of startups fail, but we made it. Why? As Nathaniel and Dan said, preparation is key, and willingness to communicate, change and adapt is also critical. From the very beginning, we have decided, we are a family. What's good for the family is what's good for the business, and what's good for the business is what's good for the family. The team also shared what the transition points were for LBW to upgrade itself to a new level: we are confident in saying that we are not afraid to challenge the norm, we are leaders in the financial planning industry, and we can't tell you how many times we've heard our prospects and clients say: "oh wow, I thought this is what my advisor would do..."
