In a nut shell:
Tom has been in the financial advisory business for over 30 years, but 5 years ago, he suddenly realized he didn't know what he wanted to be when he grew up. Thanks to his relationship with TD AMERITRADE Institutional, he had the opportunity to participate in a coaching program that changed his life. Today, Tom focuses on serving 3 niches in the Michigan area:
1. University professors
2. Automotive executives
3. Health Care executives
All of whom are going through life transitions and are between the ages of 50 and 65 years old.
He has a defined process that he and his team take them through. This differentiates his firm. And instead of focusing on the numbers, Tom and his team help their clients "maximize the return on their lives" (not simply maximizing the return on their investments).
Here Tom's observations first hand by watching the video below. Learn more about Tom and his firm on LinkedIn.