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Jack Bogle's Seven Lessons for Financial Advisors

Indexing's founding father is a treasure chest of lessons for today's financial advisors.

On January 16, 2019, the financial services industry lost an icon with the passing of Jack Bogle at the age of 89. He’s been a disrupter and as a result has been called many names and had things said by other mutual fund company leaders (e.g., indexing is worse than Marxism); yet, indexing’s founding father is a treasure chest of lessons for financial advisors.

World-class leaders provide valuable lessons for those who are interested. If you simply select a couple of the lessons outlined here to improve upon, you’ll be tapping into the power of role models. Being able to model both behaviors and attitudes of people you respect, whether it’s a parent, a historical figure or a contemporary like Jack Bogle is a power growth accelerator.

I cannot do Mr. Bogle justice by highlighting only seven lessons, but I think financial advisors can relate to the following and can improve themselves by using them as a guiding light to work toward.


Matt Oechsli is author of How to Build a 21st Century Financial Practice: Attracting, Servicing and Retaining Affluent

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