E20: First Quarter Letter 2023 - Well Done Edition
Play • 9 min

In this episode, Ginsler Wealth CEO, Brian Ginsler, reads his quarterly letter to clients from the first quarter of 2023. This quarter's letter focuses on the importance of not just getting a job done, but well done, the wealth and financial planning work we have been doing for clients recently, and Ginsler Wealth's commentary on the importance of being an "independent" wealth management firm.

For the original transcript of this letter and to see weblinks and other media, please visit: https://ginslerwealth.com/ginsler-wealth-first-quarter-2023-client-letter-well-done-edition/


0:00 Intro & Disclaimer

1:42 To the Dean's office

2:13 Breakfast at the airport

3:40 Exceeding expectations & feedback

4:00 Going beyond portfolio management

6:33 Pushing through short term noise

7:20 Remaining independent, and maintaining your trust

7:46 Outro

If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know.

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