Episode Transcript

# FA Episode 7 - The Fire That Reveals the Real Problem with William Bissett

Speakers: Craig Andrews, William Bissett, Bluesman Grendel and the Compliance Choir

[00:00 - 01:00] Craig Andrews:
You never know how much time you have. For me, that stopped being an idea and became reality on August 22nd, 2021. The doctors put me on a ventilator and told my wife to call hospice so she could prepare for the day they planned to pull the plug. Six weeks later, I woke up to an entirely different reality. I could not walk, I could not talk, I could not even lift my own arm, and I woke up realizing something else, I had not made the right preparations for my family. The plans I thought were pretty good fell through when it mattered most. That is why fiduciary alchemy welcomes voices that would have warned me about the holes in my plans. My hope is that you live a long and prosperous life, but I also hope you make better plans than I did. So tune in, take notes, and stay with us through the end when bluesman grindle and the compliance choir. Giving a word of caution.

[01:00 - 01:35] Craig Andrews:
Today I want to welcome William Bissett. He is with Portis Wealth Advisors. They are a wealth management firm that works primarily with owners of blue collar businesses doing 10 to 50 million in revenue. He of course works with more folks, but that's kind of the folks he works with most. I've known William for a while now. He came on the Leaders and Legacies Podcast, had an amazing discussion there, and invited him over to fiduciary alchemy, and William, I'm looking forward to this discussion again. Welcome.

[01:35 - 01:44] William Bissett:
Thanks so much, Craig. I think it's been a year, so it's great to be on the podcast and excited to share some stories with you today.

[01:44 - 02:40] Craig Andrews:
Wow, I didn't realize it had been that long. Just for those or less, we met there, and then you end up joining a networking group them in, and so I get the chance to know you more and more every week when we do that. I've always appreciated your style, and one of the things I tell folks, when I'm asking for guests for the podcast, I tell folks, if they're wearing a $1,000 sport coat and a half-inch thick watch, please don't introduce me. I don't want to talk to them, and you are not that. I just, you're what I'm looking for when I'm looking for a trusted advisor in my life. Yeah. No, so I'm glad you don't like it.

[02:40 - 03:01] William Bissett:
I've got one of my dad's favorite colors, pink polo shirt, probably 50 bucks to go along with me today, but it's not what you wear, it's what you know, and hopefully we deliver some pretty good advice and content to our clients as well as to our conversation today.

[03:01 - 03:08] Craig Andrews:
Yeah. Well, and you haven't always been doing this. How did you get into this business?

[03:08 - 04:08] William Bissett:
Yeah, so it's funny. I went to NC State and studied economics, kind of fell into economics, actually. And graduated in 2002 with not necessarily the best GPA in economics, and there wasn't a whole lot to do in that world, so I actually came out and sold life insurance for a couple years, life insurance and annuities, and really hated that, and switched gears, and I went over and worked with Morgan Stanley, and I tell the story often, the first week I was at Morgan Stanley, I was sitting in the conference room. They had all of us newbies in the conference room dialing for dollars, and they had somebody come in and do a lunch and learn, and the first day of lunch, the second day I was there was a Tuesday of that week, lunch and learn was, "How does hell jump on mortgages?" So this was obviously back in 2004, and I'm sitting here listening to this guy teach me

[04:08 - 04:41] William Bissett:
how to sell jumbo loan mortgages, and I'm like, "Man, that sounds just like the stinking annuity that I was selling two weeks ago." And so I didn't like it and ended up jumping ship and went to work in the back office for a regional financial planning firm of outside of Baltimore, Maryland, and did that for a while, and then we relocated from Baltimore to Charlotte in 2011, and ultimately started my own farm in 2019. Yeah, and I can always tell when somebody is not from Baltimore because they give it three

[04:41 - 05:32] Craig Andrews:
syllables. That's right. It's more like two syllables. Yeah. A lot more. A lot more. Yeah. Anyways. Good crab cakes. Indeed. Did I tell you about why I'm talking to my wife to Lexington Market? I think you did tell me about that. Yeah, and so for those that don't know, Lexington Market's a very, very old open-air market, and it's right on the edge of a very sketchy part of town. And we're walking in, and she was asking me, "Is this safe?" I'm like, "Yeah, it's daylight. It's safe. It doesn't come here after dark, but it's safe." And she's like cutting the blood off in my hand, and she's holding it so tight. She said, "Well, I have to go to the bathroom," and like, "Okay, I'll go to when I go in the bathroom, and I see how the corner of my eye, there's some guys counting money." And I think, "All right, today I'm just going to kind of shake and leave. I'm not going to go wash my hands.

[05:32 - 06:35] Craig Andrews:
I'm just going to get out here. They can do whatever they're doing." Yeah. No. That's Baltimore. Yeah. And it's Lexington Market, too, so you're exactly right. You know, I'd forgotten that you had an econ degree from NC State. I took my first class at NC State in fall of '91, and one of the classes I took was an econ class by Dr. Hyman. Yeah. I remember Hyman. I was in his -- I think everybody took his 201 econ class. I took it -- actually left school, came back -- I didn't leave. I was asked to leave school, and then came back and got back in again. But before I left, I think in fall of '98, I took his econ class. He was an awesome teacher. I don't know what he did for you, but, you know, for those listening, he was an advisor. He was on both Reagan and Bush's board of economic advisors. And for me, he would -- in class, he would basically tell stories from, you know, from

[06:35 - 07:14] Craig Andrews:
the administrations, and then he's like, "Oh, yeah, you need to read the book. That's what we're going to test you on." Yeah. That's funny. That's awesome. I loved it. And I was like, you know, I don't care what your political leaning is. If you've advised a president, you know, I'll sit at your feet for hours, just learn. There's something I could learn. Yeah. Now, I mean, listen to smart people, learn from smart people, right? So there's nothing wrong with that. Yeah. Yeah. So kind of back to the story, so you started off selling annuities and then jumbo loans. And -- So then I went and worked back office for a financial planning firm where -- I mean, we

[07:14 - 08:10] William Bissett:
were fast -- they were a fast-growing financial planning firm. My job was to crank out financial plans for new clients. And so I was fortunate with one of the leaders in the industry now by the name of Michael Kitzas, and so the first financial plan I ever drafted -- I'm out of "Never Forget." It was -- A, they gave us everything in perfect order, like -- and they had everything in Manila folders, they had their cash flow, they had their taxes, they had their state like everything was like perfectly, and Michael dropped it on my desk, and he said, "You'll never get something that's organized again." But now I'll go write a financial plan, and so back in those days we typed up financial plans, doing what cash flow, tax projections, retirement, education, insurance, estate and stuff like that. And so I wrote my first financial plan, read some historical financial plans that he'd written.

[08:10 - 09:04] William Bissett:
And I wrote my financial plan, he made me print it out and put it on his desk. And then he marked through whatever was right and wrong and everything. And I don't think there's a single word that wasn't crossed through in Red Ink. I was like, "Man, my three month review is not going to go well." Anyways, I survived that, and you know, we wrote over a two-ish year period. We did it right, and probably somewhere between 160 and 200 financial plans for clients, which was awesome, right? I mean, so talking about learning cash flow, learning taxes, learning all of these different things, learning softwares. It was a great trial by fire for me, but at the end of 2006, beginning of 2007, they were originally going to establish a financial planning department, and then they decided that each senior partner was just going to get a financial planner to help them with their clients.

[09:04 - 09:57] William Bissett:
And so I got assigned to go work with one of the senior partners, Dwight Michaelis. Dwight Knott's personality messed really well, if you can't tell, I have a really dry sense of humor, and so does Dwight. So we got along really well together. And so it started working with clients there, and you know, from 2007 to 2015, stayed with them, served my clients, and 2011 out of sulfur is the service startup that I kind of got off the ground for a little while, ended up failing and shutting it down. But it gave me that entrepreneurial bug, and you know, again, eventually in 2019, started a multiple management firm, and we're team of five now, we'll hire another person later this year, so we'll be able to six people. So, you know, life throws you twists and turns, and you got to keep rolling with it, right? Yeah.

[09:57 - 10:20] Craig Andrews:
Yeah. Yeah. Well, I was talking to Niles yesterday. He mentioned that you were hiring someone else, and he, yeah, he, he'd say, really appreciate the perspective. He said you had a, not his words, my translation, you had a deep sobriety about the next steps. But you dropped, you dropped a name in there that, again, you surprised me a little bit. You worked for Michael.

[10:20 - 11:21] William Bissett:
I can't say his last name. It gets us. Yeah, it gets us. Yeah. So he was my, it's my first boss, awesome boss. So a great person to learn from, and, yeah, I mean, it was one of those, once in a lifetime opportunities to learn from somebody 2,000 times smarter than you are, and, so, yeah, that was a great experience. Yeah. That's amazing. I was talking to someone else not too long ago that just casually meant Michael before he was really known, and I think they were at a conference and they started chatting in the elevator and formed a relationship, and I'm like, what a great guy to know and work under. Yeah. No, me was. Me was very kind. He was way more patient with me than he should have been, but, but a good experience nonetheless. Well, when you were talking about how he'd mark up your, your stuff, it reminded me of the story that Peggy Noonan told.

[11:21 - 12:20] William Bissett:
She was a speech writer for Reagan and she would hand in a speech and would come back and blood all over it, you know, all marked up and he handed one back to her. He was like, and he birded on the top. You're doing great, Peggy. And she was like, really? So it took great. Yeah. That's awesome. I don't think I ever got words of, I don't, well, he never fired me. I'm not sure I got words of encouragement at the top of the page. Wow. Wow. That's really cool. I didn't know that. That's so cool. Yeah. Yeah. It was neat to watch him grow up. Um, I remember watching him do his first presentation on AMT alternative minimum tax. And I think it was probably late 2005, maybe as, maybe as late summer, early fall of 2005. He did an online. Um, it's probably one of the, you know, back in those days, he did an online presentation

[12:20 - 13:03] William Bissett:
of that PA for CE credits and, you know, that was the first time he presented to a group and then he took that AMT credit, um, presentation, he started doing it at the local chapters and then he started doing it in a national and then, I mean, obviously took off, um, again, clearly brilliant person and, um, just as, as nice as it comes to. Yeah. Yeah. Wow. So you started your firm, you've grown to six people. That's, that's a lot. That's, uh, you know, maybe a breakaway velocity, you know, uh, hopefully, um, one way or another

[13:03 - 13:49] Craig Andrews:
we're going to break away from it. Well, how did you end up? How was it that you ended up, um, with blue collars of focus and let me kind of, let me frame that a little bit more. You know, I grew up in the era where you had to go to college, you know, you know, if you wanted to make any money, you know, the blue collared trades were kind of looked down upon and, um, yeah, now I'm looking at these guys, I'm like, wow, they have, uh, they have a nicer boat than I have and they have a nicer car than I have. And it's become a very, very, you know, it's become a really good living. Mike, Mike Rove, of course, has been preaching this for years. Like, Hey guys, we need to celebrate these people. Yeah. How, how did you, how did you end up sending in on them?

[13:49 - 14:43] William Bissett:
So I'll put you, uh, I tried to do it quickly. I'll put you in the way back machine and in 2011, um, I went to an estate signing meeting with the client. Right. So we did, uh, Will's powers of attorney, rev equal trust, clowns, 80, 80 plus years old and, um, name was Bill and Bill and Nancy, we walked out of the estate meeting with the attorney. They signed the documents. He said, what do we do now, William? Um, I said, well, we'll review the documents in a couple of years and we'll make some changes then. Um, in the meantime, you just put them up on the shelf and let them collect dust. And he's like, I can't do that anymore. He said, you know, um, my, my wife doesn't have any idea about our financial stuff. Um, I have a daughter who lives here in Baltimore who also has limited knowledge. Um, we have a trust set up for hers, a special needs trust set up for hers.

[14:43 - 15:33] William Bissett:
So she can't really manage my finances and then I have a daughter in Idaho and a daughter in California. He said, I need to tell them, I need them to know what to do and I'm no longer here. Cause I feel that's a great idea. Um, I was like, I have no idea what you're talking about, but give me a couple of weeks and I'll figure something out. So I created a 20 plus tab spreadsheet for bill that highlighted all the things in his financial life, um, you know, where he keeps his keys, where he keeps, you know, where he keeps his will, where his life insurance policies are, all of this stuff. And I broke it out by tabs of life insurance, homeowners insurance, basic information that goes in a desk in your desk certificate because there's some things in there that not everybody knows about their parents. So I created this 20 plus tab spreadsheet for him and I sent it over to him and it had

[15:33 - 16:23] William Bissett:
a summary on the first, the first half was a summary and, um, I sent over the spreadsheet to bill, um, bill called me up is like, we, and this, this looks really good, but where's all the detail? Um, I was like, bill is there. So I was like, on all those tabs, he's like, what's a tab? And I was like, all right. So the spreadsheet's not going to work. So I ended up creating it. I made it a fillable PDF, but when you fill it as a PDF, you end up with so many extra like, you don't know how many life insurance policy has, so you create 10 spaces. And so, um, I sent it to bill and as I was looking at it, I was like, man, I, I really need to create a software out of this. So I ended up going to my wife, asking permission to spend money to create a software and try to create a business. So we did that, wrote a lot about what happens to your assets when you pass away, um, and

[16:23 - 17:12] William Bissett:
not just from a will, trust perspective, but like the actual assets, like what happens. And ran that business for three years, moonlighting it, right? I was still working for the firm, um, in Baltimore from 2012 to 2015 and I'd work late at nights early in the mornings to try to get this thing up off the ground. It didn't work. But when it's shut down, I ended up stumbling upon a group here and call it a group here in town called the Charlotte Angel Fund. And so, um, I joined the Charlotte Angel Fund after going to a couple meetings because they invested in startups and I had a startup that obviously didn't work and I thought, man, if they would have invested in me or if I would have had some of these folks as mentors, that would have been great. And ultimately ended up launching my own podcast called the Charlotte Angel Connection to try

[17:12 - 18:14] William Bissett:
to expand the universe of people investing in the Charlotte Angel Fund. And as I did that, more of those folks were business owners. And so, um, over time, my network of people in Charlotte ended up being more and more business owners and they were, you know, tradespeople or they had connections to tradespeople or maybe it's just the fact that I'm taught fairly simply and live fairly simply too. So I connected to people that, that the act and live the same way. But so as a result from 2015, 2016 through 2023, we just ended up with more and more business owners as clients and they happened to be, um, trades folks, right? So their construction companies, their, uh, outsource construction management, their landscapers, their, um, the electricians, their, I mean, they're all over the board, but they've built

[18:14 - 18:26] William Bissett:
nice successful businesses and, um, they've got complexity and they don't know how to deal with the complexity. So that's where we step in and help those folks out. Yeah.

[18:26 - 18:37] Craig Andrews:
You know, it's interesting. I think, I think the idea that you had had legs, um, and it's a reason I say that we actually

[18:37 - 19:28] William Bissett:
have a guest coming on fiduciary alchemy who has a product called fan vault, uh, which is the same concept of what you're talking about. And it's a wonder, you know, sometimes people have the right idea. They just have it too early. Yeah. No, I mean, that idea, I mean, so we shut it down and I mean, there's been a hundred companies that have launched over the course of the last 10 years. I think it's closer to be in there. It's just complex, right, and Americans like things that are simple and it's just not simple enough yet for it to click. We're, I mean, I hate to say this and I say acknowledging me myself being this way too. We're lazy, right? Like we want things to just work quickly. And when it doesn't, and it takes weeks or weekends to compile the information, we get kind of bored with it. Most folks don't follow through with this.

[19:28 - 19:35] William Bissett:
You don't get the scale that you need, um, with simple. Yeah. Yeah.

[19:35 - 19:48] Craig Andrews:
I run into that. I run into prospective clients all the time that think I have a jar of magic pixie dust where we can sprinkle, sprinkle magical, you know, marketing pixie dust on their business and it just blows up.

[19:48 - 20:21] William Bissett:
I'm like, now there's actually working involved. Yeah. No. And oh, by the way, do it for, do it for no cost. Yeah. But, you know, I think that's, but when you touch on that, I think that's, it's always a challenge. I mean, what you do is immensely complex. It's immensely complex. And, you know, and most people, not because they're not smart, they're just, they're focuses elsewhere. Don't want to go all the way into that rabbit hole of all the, all the complexities.

[20:21 - 20:59] Craig Andrews:
How do you help folks through that? Um, yeah, I mean, it's, um, I mean, it's tough. I mean, um, I always say most, most of the time when somebody comes to a professional, they have something on fire, right? Like something's broken. Um, and so they've reached out to a friend or they've reached out to a trusted professional and say, I need help with X. And so in an ideal world, we create a process that we can just run everybody through that is systematized and, um, is optimized for us from a, um, from an efficiency perspective

[20:59 - 21:53] William Bissett:
of the reality is, is if we do that, then we end up kind of sort of alienating the client very early on because they just want to tackle X. Um, and so we'll oftentimes do that. We'll acknowledge the fact that one or two things are broken. Um, and really deep dive straight into that we're huge on education, right? Like we believe that an educated client is able to engage more with the people that they're trying to conduct business with, um, and if they can engage more, they can ask better questions. If they can ask better questions, they can get better solutions. Now, look, sometimes that doesn't work, right? Sometimes the person doesn't give two cares in the world about, um, their commercial insurance policy. They just want it done. Um, so, um, you have to balance that out in terms of how much you're giving them to

[21:53 - 22:45] William Bissett:
be informed versus how much they actually want to tackle that particular project. That project, they just might want to outsource them, let you just go make sure they've got the best potential project where in a state plan, they're really engaged because they want to make sure that their, their family is taken care of when they're no longer here. And so educating them on what that looks like, how it works, um, is super helpful and then, naturally, as you know, Craig, you run into clients that won't education at different points. And so, I mean, we've got, we've got to process what we'll typically do is we'll tackle those one or two things that are on fire, um, and then we'll drop back into our process and we'll run through it, obviously skipping the things that we've already tackled that the client needed to tackle first, but, um, it's probably not the most efficient way to do

[22:45 - 23:44] William Bissett:
it, but I think getting the client to trust you and, um, getting the client what they need, um, is really important for a good start to relationship. So tackling those things that are, are causing pain to them, um, has been something that we've done really and truly for 10 years. I mean, when I was, when I was with kids as we had part A, part B, um, right. So part A was cash flow taxes, um, education retirement, part B was life insurance, disability, long-term care, estate planning, um, and it didn't matter which, I mean, it didn't matter what in the world was going on in your life. Part A was first, part B was second, um, so anyways, but we tackled it a little bit differently now. Wow. That's cool. Well, it's, you know, I think that's the thing for any business owner, I'm certainly not doing business the way I was five years ago.

[23:44 - 23:55] William Bissett:
I hope I'm not doing it the same way five years from now. Yeah. No, I mean, uh, you've, I mean, we've, I mean, especially at this day and age, right? You've got to adopt or doff. Yeah.

[23:55 - 23:59] Craig Andrews:
Well, speaking of which, let's, let's, you know, you and I were chatting yesterday about

[23:59 - 25:03] William Bissett:
technology and you know, the, the big word of the day is AI. Um, how do you see AI factoring into your work and, um, and in the, into the industry in general? Yeah. No, it's, um, gosh, no, it's just moved so fast over the course of the last three years, hasn't it? Correct. Yeah. So I mean, it came into the wealth management space initially in the form of note takers. So, um, it seems like everybody has a note taker these days. And what is slowly evolving into is we're starting to get some agents that are coming out. Um, agents being people that were computers that can perform certain tasks, right? So we're starting to see tax planning agents so, um, where we can upload tax returns and start to use natural language to ask questions and plan around it, right? Which has been pretty cool and helpful. We'll continue to see that, um, which is, you know, we'll see financial planning agents.

[25:03 - 25:59] William Bissett:
We'll see insurance agents. We'll see a state plan. Like I think what we'll see is agents that, um, that can perform some of those tasks that will take away, uh, some of the, you know, basic level stuff that maybe, uh, what I first came into this world doing was, right? Some of that data entry analysis work, some of that will be done by agents going forward. The concern I have with it is that you've got, you've got CRMs, um, right, like a, uh, like a sales force or, you know, uh, advise on to this industry or a Ryan or, or, or different softwares like that, then you've got custodians. So obviously the custodians that's making the biggest launch in technology right now is altruist. Um, they're doing a phenomenal job from that perspective, by the way, you've got legacy Schwab, Fidelity, Goldman, whatever, um, you've got softwares, financial planning softwares,

[25:59 - 26:53] William Bissett:
uh, right capital, um, and to have a plan, um, money tree, um, all of those that money got pro, all those things are still out there. So the concern is is that everybody's going to get protective of their turf, um, and right, they're going to create their own AI agent within financial planning or within CRM or within taxes or within estate planning. And then they're not going to want their agent to share information with another one because then they're scared that they're not going to be useful anymore. So they're already starting to put up walls, right? Like some CRMs will talk with some note takers, but not other note takers or they won't talk with the custodial, uh, AI agents. And so the concern is, is what happens with these walls as they're built and how does that impact how we're able to efficiently deliver advice to, um, to the end client?

[26:53 - 27:36] William Bissett:
The end result is, I mean, you're already starting to see it. I mean, um, we've got, um, what's the, um, the robot, um, Elon Musk is robots. Optimus Prime Optimus, right? I mean, so, um, they already talk about the benefit to optimists is he can sit here and read a screen just like you and me. And so for a while, I think you'll see those softwares put up those walls to try to protect their turf, but then you're going to end up with an optimist that can sit here and read the computer screen. So how, how quickly that evolves and how softwares evolve to, to manage it and handle it is going to be a really interesting thing to watch over the course of the next three to five years. Yeah.

[27:36 - 27:44] Craig Andrews:
Yeah, and I think, you know, my personal thought is siloing your stuff is not, that's, that's

[27:44 - 28:45] William Bissett:
the path to obsolescence. I just think there's just way too many forces. You know, uh, you and I were chatting the other day about, uh, there's a agent out there called open claw and, you know, guy created and he gave it to the world. It's, you know, free to use and the, there will be people that put solutions out there. Um, you know, we, we use HubSpot in our, our business. And when I started seeing the capabilities of open claw, I realized, you know what? HubSpot's in big trouble. The way they've packaged their services, um, them and sales force and others. It's not just them. I think a lot of these SaaS companies are in deep, deep trouble. Uh, and if they're not pulling back and saying how, how are we going to stay relevant over the next few years? I think their days are numbered. Yeah. No, it's, it's, uh, you've got to adopt right again, a, a, a doctor dot.

[28:45 - 29:51] William Bissett:
Um, so, and we'll see how long we can continue to adopt. Well, my, my belief, I'm interested in your take on this. And my belief is, you know, one of the things that Ilana said is that, you know, we're all going to be sitting around, uh, sit in Pina colada's while the, uh, while the agents and the bots are doing our work and, and my take on that, he's a smart dude. He's a very smart dude. But if he's right, this will be the first time in human history where a technology advance resulted in fewer jobs rather than more jobs. Yeah. No, and you know, I, um, I'm a believer that work validates part of our existence, right? Like having something to do, having something to achieve, having the ability to drive results is, um, is an important thing for a lot of people. And to take that away is ultra scary to me. Yeah.

[29:51 - 30:46] William Bissett:
Uh, and I think as a result of that, what you'll see is even if they can do stuff, people will still, um, like, man, we were out in San Francisco. Some of the dead had been listening to the dead since I was in, I think, late middle school, early high school. Uh, so we went out to the 60th, um, anniversary in San Francisco in, in August, which was really neat because it ended up being Bob's last shows, but, um, we went to this little neat sushi shop, um, where limited number of seats, right? I think there's 12 seats in there and, um, they, everything was prepared. You know, it was 14 courses or whatever it was. And it was him and his wife in there and he was doing the sushi and she was doing non-sushi stuff. Um, they pre curated the music to go with each meal. Um, so like the music that we got wasn't going to be the same music that the people the next night got.

[30:46 - 31:51] William Bissett:
Um, and like that was, by that's unique, right? Like that's the experience they crafted and created. I'd love to see stuff like that continue, um, even in the world, like, um, that's uniquely human. Um, and what other things out there are uniquely human that we can do that, uh, can continue to serve society and give people, um, purpose, excitement, um, and a sense of gratification, right? Yeah. Yeah. And I think, uh, my personal belief is AI is not good at human connection. And, uh, and my, I have a salacious proof point, if AI was good at human connection, then only fans would not be a viable business model. Yeah. That's fair. Yeah. So I think especially in your business, um, when somebody is trusting their future, they're going to want to trust it to you rather than some agent. Yeah. So we'll see, hopefully so, right?

[31:51 - 32:09] William Bissett:
I believe as well, but, um, yeah, so no, there's a lot of things I believe in the past. They're not coming true. Yeah.

[32:09 - 32:13] Craig Andrews:
Well, um, William, this has been great again.

[32:13 - 33:04] William Bissett:
Um, how can folks reach you? Yeah. So, I mean, classic, um, my biggest presence is on, um, on LinkedIn. So, uh, LinkedIn dot com slash, uh, William Bissett, we've got a YouTube channel. We host a monthly event series called charting opportunities, which is geared towards business owners. Um, so, you know, go to YouTube, type in, pour as both advisors and you'll find our, our monthly, uh, charting opportunities as well as a recent video series that we launched called Portis Perspectives, which is a little two or three minute clips of me and some of the folks here in the, uh, company talking about things that we learned from working with our clients over the course of the year. Um, and then, you know, email is always in these easy, attractive way to grab a hold of me. I'm pretty simple. As you can tell in our conversation today, it's William@portisadvisors.com.

[33:04 - 33:13] William Bissett:
So, either one of those three would be great ways to learn a little bit more about us. And if you want to reach out and shoot the breeze, um, that email address will work just fine.

[33:13 - 33:17] Craig Andrews:
Well, William, thanks for coming on to do Sherry Alchemy.

[33:17 - 33:38] William Bissett:
Thanks so much for having me, Craig. I appreciate it. Um, it's been a great year, getting the opportunity to get to know you, um, and your positivity and contribution to seeing other people succeed, um, is truly inspiring. So thanks for everything you do. Oh, thank you.

[33:38 - 33:43] Craig Andrews:
Thank you for tuning in to fiduciary alchemy, the coolest financial podcast you're likely

[33:43 - 33:54] William Bissett:
to find. We go looking for voices like the one you just heard, because I want you to dodge the mistakes that I made and learn it without the coma, without the drama, without nearly

[33:54 - 34:49] Craig Andrews:
paying the man. I don't know why I lived. When so many others die, that part's still a mystery. Now, some folks ask, Craig, what is it you do? Well, I'm telling you now, that's no mystery at all. We solve hard marketing problems in crowded markets. So good folks like our guests can rise above the noise, become visible, memorable, irresistible, and grow like never before. If organic growth is your problem, reach out, call me, let's make a plan and bring your next steps into the light. But don't leave yet, stick around a minute more and listen to bluesman grendel and the compliance choir deliver a word of caution just for you.

[34:49 - 36:54] Bluesman Grendel and the Compliance Choir:
This podcast is for information, education that is all. It is not financial tax or legal advice to guide your call. Nothing here is an offer, nothing here is a buy or sell, no recommendation, no solicitation. I'm saying it plain and well, plain and well, plain and well. Past performance ain't no promise of what tomorrow brings. It's turning people loose on all kinds of hopeful things, every investment carries risk. Prince of pork and fade away, what works for one won't fit us all. That truth is here to stay, fade away, fade away, yeah, that's the come fly. That's the compliance blues, get your own financial tax and legal help before you make your move, that's the compliance blues. Your situation's yours alone, your needs are not the same, different facts and different goals can change the whole damn game.

[36:54 - 38:18] Bluesman Grendel and the Compliance Choir:
So talk to somebody qualified before you choose your role, because the weight of every money can move is your own load, your own load, your own load, your own load, that's the compliance blues, Lord the compliance blues, get your own financial tax and legal help before you make your move. That's the compliance blues. That's the compliance blues blues, get your own load, your own load, your own load, your Qualified financial tax and legal advice. That is right for you.