Nope. No way, don’t want to.
Craig did that for more than thirty years; and most of our team have been on that side of the industry in the past. But each of us have chosen this field because we ‘love’ planning and strategy. We have all gotten soured by the industry measuring our success by the amount of money we could ‘gather’.
There is absolutely nothing wrong with doing that. We really need great investment advisors, but it’s not our bag.