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INM June '07 - Plotting a Profitable Future With You
Kenneth J. Gruneisen, Founder and Contributing Writer, www.CANSLIM.net
One of my career goals has always been to have a positive influence on the financial position of investors, and for the list of people who are better off financially through my efforts to be as long as possible. This goal is being achieved through my ongoing work at Source Capital, with the help of a small, but very competent team.
Readers of this column occasionally feel inclined to get in touch and inquire about our firm’s services, and a key part of this monthly column’s aim is to communicate the latest developments concerning our services and the hard-working people here without boring you to tears.
I am turning 40 this month, and I don’t feel like crying any tears. Crossing that threshold, however, is a development that may have something to do with why I am evaluating the workload I have taken on in my many years as both a manager of registered reps, and a manager of my own book of client accounts. Meanwhile, my 20 year anniversary as a licensed rep is coming up in August, which is another factor in mind while considering my career in the securities industry and plotting its future course.
One of the conclusions I eventually came to was that I cannot do what I am doing for an infinite number of people. So, in recent years I have been selective in the clients I would personally take on board, turning away many investors who wanted to open small accounts at our firm. After about 10 years of requiring a $100,000.00 minimum, part of me still has a hard time turning anyone away. Having set that minimum, assets under management actually increased nicely (as desired) while I provided adequate service to more of my target customers and avoided getting bogged down or overloaded.
Time keeps marching on, and I am glad to have assembled a group of registered representatives who are as dedicated to investors’ success as the team of licensed reps we now have in our Lighthouse Point, Florida office. Overseeing and supervising their efforts is enjoyable, especially when I see the influence that it seems my CAN SLIM® fixation is having on the way they each do business with their customers.
Adam Sarhan recently returned from a weekend in Los Angeles with William O’Neil and his team of top institutional money managers, following the footsteps I took two years ago to become officially “CANSLIM Certified”. Regular readers may recall my mentioning a couple months ago how Adam helps me to co-manage most new client accounts that are being opened in our branch. There is a good synergy here, because we are like-minded in our investment approach and we work almost exclusively with investors who also are familiar with the method.
As a team, here in Lighthouse Point, we are able to provide Source Capital Group customers with a special level of personalized service that is absolutely unique and custom tailored. We don’t claim to be the masters of every tactical approach to investing in the markets, but we have an expertise in the CAN SLIM® investment system that is arguably unmatched. It is our specialty, which is what our customers appreciate.
SPECIAL NOTICE: Through August 31st, 2007, I welcome anyone interested in having me as their broker to contact my office for assistance in opening an account. I plan to no longer take on new clients managed solely by me beyond that date; however, I will continue serving the (new and longtime) clients who are with me. There are no plans to leave or greatly change the way we are doing business. It is simply that some of the other goals I have for growing our business need my attention at the present time. So, to focus on achieving them, I have personally decided it will be necessary to limit myself from taking on too many additional customers.
Kenneth J. Gruneisen, Founder and Contributing Writer, www.CANSLIM.net :
Kenneth J. Gruneisen has successfully completed the CAN SLIM® Certification Program. Mr. Gruneisen became a Registered Representative in 1987 and his career includes experience offering personalized assistance to investors with more than a decade of experience as a Registered Principal managing a branch office.
The recommendations made by CAN SLIM® certified individuals are their own and may not be attributed to the CAN SLIM® Certification Program, William O'Neil & Co., Investor's Business Daily or their affiliates. The CAN SLIM® Certification indicates only that the individual has successfully completed the CAN SLIM® Certification Program. CAN SLIM®, William O'Neil & Co., Investor's Business Daily and any of their affiliates are in no way responsible for any loss or damage caused as a result of the services provided by these individuals.