Focus On What Matters:
Building Wealth
Mike Ross has spent decades sitting in the same seat as your audience, facing the same clients, and the same industry norms. He doesn’t speak about the business.
He speaks directly from experiencing it.
In the mid-2000s, urged by his firm to do financial planning, the first one he did was on himself. With the company’s discounted stock purchase plan, personally-owned real estate, and private equity, he found it pretty useless. Better to just keep everything on a spreadsheet. Noticing how client goals kept changing over time, the conclusion was to Just Build Wealth. This addresses all of the problems.
Mr. Ross holds a Bachelor of Science degree from the United States Air Force Academy, a Master of Arts from the State University of New York, and three industry credentials, one from U Penn Wharton, one from Columbia University in New York, and one from the University of Chicago. He is in wide demand as a professional speaker and has written two books, The False Hope of Global Diversification, discussing diversification in the 2020s, and How to Fire a Friend, designed to help investors find new financial advisors as their needs change with growing wealth.
Please see his other websites: mylatticewealth.com and mikerossspeakes.com
The False Hope of Global Diversification
Confessions of a Portfolio Management Maverick
Most financial advisors and planners have known since the 1990s that global diversification of client investments using funds and EFTs is an outdated technique. The system just doesn’t perform well. So why are we still doing it?
In The False Hope of Global Diversification, Wall Street and portfolio management veteran Michael Ross explains why it doesn’t perform well—laying out step by step what financial advisors should be doing instead to protect their clients’ assets.
Learn how to grow your clients’ wealth using a diversified portfolio of primarily US-based companies and US company bonds. Improve portfolio performance, reduce costs, and raise client satisfaction to new heights.
Along the way, Ross offers pragmatic, real-world examples for presenting the system to clients in ways they will understand and appreciate (and even be excited about)—boosting client confidence through good markets and bad for their long-term success.
