What Really Counts

Financial Planning, September, 2006 by Glenn G. Kautt

As a financial planner, I spend a lot of time around numbers-tax numbers, investment numbers, planning numbers, business numbers. In fact, some people have accused me of being a "quant." A quant is someone totally focused on hard numbers and analytics, someone who may not pay enough attention to the softer, subjective side of things.

Since my "accusers" include members of the profession, it's time for my public confession....I am all about the numbers! Now, it's time to tell you about them too. MAJOR AND MINOR All numbers in the financial services industry are not created equal. In my firm's business model, some numbers are more important, some less. (Regardless of importance, however, I have instant access to and can review any number our firm generates from anywhere in the...

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