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In the Spring of 2005, Lynn was a subject of a cover story in Financial
Advisor magazine. The story was about his career in financial planning, the
building of his firm and his retirement.
May, 2005
Sticking To His Plan
By Tracey Longo
How veteran planner Lynn Hopewell built a business that’s allowed him to
retire in style.
Veteran financial planner Lynn
Hopewell doesn’t like leaving things to chance. In a world of uncertainty that
means serious planning, whether it’s for his clients’ retirement or his own
fourth career. Not long after he went into practice in the 1980s, he announced
from the podium of a National Association of Personal Financial Advisors
conference that his goal was to build a firm that would allow him to retire in
style—and he did just that. One question that folks in the industry ponder even
today: How was Hopewell so far ahead of his time? He built and ran one of the
leanest, most profitable planning shops in the industry, converted to fee-only
before it was even a blip on the radar screen, introduced Monte Carlo modeling
(a computer method for showing various investment outcomes) to the industry and
sold his planning firm ....
Open this
pdf file for the full text of the article.
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