My latest article...trey-mcwilliams.com/f/why-loss-aversion-may-be-ste…

Why Loss Aversion May Be Steering Your Financial Decisions Have you ever felt a pit in your stomach when the market drops? Or hesitated to sell an investment that's clearly underperforming, hoping it’ll bounce… trey-mcwilliams.com/f/why-loss-aversion-may-be-steering-your-financial-decisions

Trump might change this tax, but until then...
www.linkedin.com/pulse/understanding-taxation-soci…

At our last meeting, some folks asked "how can we refer you". This is what I share with people:

STEP 1:
Text/Email from You to someone 35-60 years old:

Hi [NAME OF FRIEND], I wanted to introduce you to someone from my NIA group — Trey McWilliams. Trey has helped several people in our group with their financial planning, and his approach is pretty unique. He focuses on helping successful people like you navigate...At our last meeting, some folks asked "how can we refer you". This is what I share with people:

STEP 1:
Text/Email from You to someone 35-60 years old:

Hi [NAME OF FRIEND], I wanted to introduce you to someone from my NIA group — Trey McWilliams. Trey has helped several people in our group with their financial planning, and his approach is pretty unique. He focuses on helping successful people like you navigate things like market volatility, fees, and taxes. I thought you two should connect! I’ve copied Trey here so you can take it from here.

STEP 2:
Trey’s Response:

Thanks for the introduction, YOU!
Hey [NAME OF FRIEND], it’s great to meet you via text! As [REFERRER] mentioned, I take a different approach to financial planning — one that helps cut through the noise of traditional financial marketing. My goal is to educate my clients on how their money really works, especially when it comes to minimizing volatility, fees, and taxes.
I’d love to set up a quick chat to share my approach. No pressure at all — just an opportunity to connect and see if I can offer any insights.

If they say no thanks, then I leave them alone. If they want to meet, I keep you in the loop. Show more

Hey y’all! I am hosting an educational dinner on Sept 12 at the Perry’s in The Woodlands. We have lots of questions about Long Term Care insurance from our client base so we are bringing in an expert NO SALES PITCHES -you have my word. If you are interested give me a shout

Would love to have you and a guest join me for dinner. No sales pitch just some education about the financial services industry and 2024! Let me know if you can join me! Dinner is on me!

Merry Christmas y'all!

I am guessing that all of you connected folks might know some people looking for a job in the financial planning world. Let me know. Happy Thanksgiving!

Happy Friday yall!

NIA Cypress! Save the date! November 2nd. I am hosting an exclusive dinner that you are all invited to at Perry's Steakhouse in Katy. I am going to miss the meeting next week so I wanted to get this out to you all!

Tehrrek Fitzpatrick, author of "Balls & Strikes: The Rules of the Game Regarding your 401(k)" will be our speaker.

This is a great, no-commitment way to learn about how I help my clients and get an...NIA Cypress! Save the date! November 2nd. I am hosting an exclusive dinner that you are all invited to at Perry's Steakhouse in Katy. I am going to miss the meeting next week so I wanted to get this out to you all!

Tehrrek Fitzpatrick, author of "Balls & Strikes: The Rules of the Game Regarding your 401(k)" will be our speaker.

This is a great, no-commitment way to learn about how I help my clients and get an amazing meal! Feel free to bring your spouse or guest!

Tehrrek will be addressing the current economic climate, the misleading marketing from the financial services industry, and how math and an understanding of the IRS tax code are being used to increase portfolio growth and reduce future taxes.

The dinner is purely educational and complimentary and you have my word there will be no "timeshare sales pitch!" If you are interested, just let me know and I will get you more details!
-Trey Show more

Have a great weekend y'all!

Have a great weekend everyone!

Here you go Peggy! Have a great weekend. See yall next week.
-trey

Have a great Easter weekend!

Have a great weekend!

Shout out to Mr. (Insurance) Robert Oncken for an awesome referral lunch yesterday!