Flying a “Foil in the Flow” above the “Walled Gardens”
Post #5 out of 9: “Models” for Ideal Investment Clients, and “Models” for Ideal Retirement Clients: Comparing Zwecher (2010) & Idzorek/Kaplan (2024)
This fifth post about “Models” for Ideal Investment Clients and “Models” for Ideal Retirement Clients continues a final series of nine posts that mark the completion of CTRI dissolution, and placement of its IP in the Public Domain on account of the founders’ retirement. Each post covers a section of a final Notebook titled “From Rational Investors, Inc. to the Curve, Triangle & Rectangle Institute, a 25-year Story of Change in a Hard-to-Change Industry, and What May Come Next” that summarizes a history of retirement planning, and projects its future. The placement of this IP, the “Constructive Skepticism” Curriculum, in the public domain matches its “Purpose” to help individuals improve their personal, business, and investment decision-making by evolving the basis for their “Predictions” from “Trust Them”, to “Show Me”, and to “See Yourself”. This post comes in the form of a downloadable pdf file, see link below, to preserve the formatting of illustrations.
The ninth post will mark the last step in the dissolution of CTRI, and the possible placement of its IP in the Public Domain should no other not-for-profit organization want to actively continue the development of the “Constructive Skepticism” Curriculum. The placement of CTRI’s IP, the “Constructive Skepticism” Curriculum, in the Public Domain would make it passively available to any and all, and thus remain a match with its “Meaning” and “Purpose” to help financial clients, advisors, and executives improve their individual, business, and investment decision-making by evolving the basis for their “Predictions” from “Trust Them”, to “Show Me”, and to “See for Yourself”. One way or the other, CTRI’s founders hope that this IP will continue to help readers answer questions such as: What new ideas will inject themselves into the culture? How will these new ideas change the nature of the “Ideal Client” over the next 25 years? What do you need to know about such ideas, and their impact on your “Ideal Client” in order to remain a “Productive Host” in this evolving Fintech ecosystem? What can you do now, or did not do earlier, that will shape your future, and the future of your clients in this new environment?