Here’s a short parody of the “romantic dinner” ad by AT&T where the guy is trying to clandestinely split his focus between his date and his 4G phone. I’ve attempted to humorously adapt it to fit certain financial types who are more focused on their money and investments than their lives. Know anyone like Stephanie in this cartoon?
Michael L. Wilson, MBA, CFP®, CRC®, is the owner of Integrity Financial Planning. Prior to founding Integrity in 1998, he worked for two years as a faculty member at the College for Financial Planning in Denver, training other financial advisors. Mike has 10 years of experience in the mutual fund industry, having worked with Fidelity Investments and Invesco Mutual Funds. He holds an MBA in Finance from Baylor University. Learn more about his work at www.integrityplanner.com.
