Missed Fortune Could Dramatically Impact My Finances
Driving my car one Saturday night in March 2011, I caught just a snippet of Doug Andrew’s radio program. I quickly jotted down the phone number, called it as soon as I arrived home and registered for the 90-minute webinar. After listening to the webinar the following Tuesday, I discovered there was going to be a live 3-1/2 hour seminar the next week and a Clarity Retreat the weekend after that, both of which I attended. Almost immediately, it became apparent to me not only that the Missed Fortune strategies had the potential to dramatically impact my finances, but that there was a greater cause here that I could full-heartedly support and promote, i.e., the concepts of Quadrant Living and the Family Empowered Bank. These were concepts about which I was passionate, something that I realized was missing at the time in my line of work. In other words, I quickly determined that I wanted to be involved on a deeper level that just as a client.
It took awhile, but working with Emron and Aaron, I was able to create a niche for myself within Missed Fortune as a personal assistant, an intermediary step to becoming a full-time wealth strategy advisor. I’m very excited about the opportunity to positively impact the lives of those we work with by assisting them to maximize ALL of their assets—their Core (Human), Intellectual (Wisdom), and Civic (Contribution) assets, as well as those Financial. The exciting thing is that these strategies work. Having lost 30-50+% in my investments multiple times in the past, I’ve said for years, “If I could just cut out the big losses, I wouldn’t care that I made no gains those years—I would be so much further ahead.” That’s exactly what Missed Fortune offers! It’s a pleasure to come to work each day, being part of a TEAM with such a positive focus, and feeling like I’m contributing to helping our clients realize those goals and aspirations most important to them. I look forward to a long and satisfying career with Missed Fortune, helping to empower our clients with direction and confidence in meeting their needs.
Terry Seeley
Why Isn’t Everyone Implementing Missed Fortune
I’ve worked in the mortgage industry as a loan officer since 1997 and have had a unique opportunity to see in vivid detail how my clients manage their credit and their finances.
In 2004 one of my co-workers handed me a book called, “Missed Fortune”. I knew I would have some time to kill on my trip going down and back to Dallas for the weekend, so I took it with me. What I didn’t know was that the ideas and concepts contained in those pages would enlighten my mind and change my focus on how to best plan for the future and my eventual retirement.
Although I wasn’t affiliated with Missed Fortune in any way, I immediately started sharing the principles I learned in that book with my clients. The principle that often seemed the most out of context, but then made the most sense, was the idea that equity in one’s home earns a zero percent rate of return. That spoke to a lot of my clients because many of them had several hundred thousand dollars locked up in their home. That was dormant and not earning them a single penny in interest for them.
From early 2008 through the end of 2009 I was the preferred lender with another large financial planning firm. Even though the planners I worked with were aware of the principles taught in “Missed Fortune”, none of them used that knowledge to help their clients. They said the process involved in implementing it was far too complicated for them to worry about doing it. Instead, they wanted to direct their clients into products that paid them a higher commission quicker and that would also allow them to make another commission on their clients in the future. These were all people that I liked and really enjoyed working with, but I was so baffled by their approach in ‘helping their clients’ that I eventually moved out of their office.
In 2010 I was hired by my mortgage company, Essex Mortgage, to work with the Financial Strategists at Missed Fortune. I couldn’t have been more excited to work with them since I was already a disciple of the principles that they teach their clients. I have since spent over 150 hours in training with Doug Andrew as part of my responsibilities in working with their clients. The more I understand the concepts that Doug shares, the more committed I am to using those to improve my life and the lives of every client that I work with.
Marcus Kent Maxfield
Essex Mortgage
