“Any suggestions? I have so many questions…”

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Good afternoon Michael!

Biggest challenge is knowing the rules. I am currently using a trend following system I created and didn’t even know about you or your work till I sought “rules” to help guide me. I have attached the rules that have really helped. My goal is to [have a] firm managing client assets using my system. One day to be on your Turtle list. I go live June 1, 2019. I am transitioning to only focusing on portfolio management and bringing on people that love financial planning to do what they do best. Reading your work and others has helped me realize I wasn’t a nut case and as I have thought in my heart, it is the best way to manage money.

Any suggestions? I have so many questions.

Thank you!
[Name]

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