Flying a “Foil in the Flow” above the “Walled Gardens”
Post #3 of 9: Models Reduce Reality to a Map of Lower Dimension
This third post continues a series of nine weekly posts that add up to a final CTRI Notebook. Each post covers a section from this 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”. This Notebook summarizes the author’s Fintech perspective on the history of retirement planning (“advisor-tech) over the last 25 years, and projects its future over the next 25 years.
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?