Wealth With Fletch

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Wealth With Fletch

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Advisor to Business Owners & Sales Professionals
Bringing structure to income & equity decisions
Clarity → Confidence
📍 NYC | Start here ⬇️

10/14/2026

How do you measure success as a financial advisor?

Last week I sat on an advisor panel at the Forest Hills Financial Group 4th Quarter Agency Meeting at the Penn Club in Manhattan. The topic was the habits and best practices of successful advisors.

Is it revenue? Average account size? We’ve got to keep the lights on. We can’t work for free.

But we like looking at different metrics. Client retention. True client satisfaction. And the number of clients who feel so good about our work that they want to share us with others.

My partner Rob Gibson and I believe no two clients are the same. Their goals should always drive our recommendations.

Thank you to Michael DeLuccia for moderating, Lawrence Barth and Daniel Hochler for sharing the stage, and Diane Neustadt for her work behind the meeting.

We work with sales reps, managers and executives who want clarity and structure around their pay, equity, benefits and retirement. Link in bio.

How do you define success in your line of work?

08/14/2026

This Q2 healthcare earnings season told a completely different story depending on where you sat inside it.

Eli Lilly posted 48% revenue growth. Novo Nordisk reported a decline driven entirely by a one-time accounting comparison. Stryker delivered 9% organic growth after recovering from a cyberattack. Boston Scientific beat Q2 estimates and lowered Q3 guidance in the same press release. Bristol Myers Squibb grew EPS by 40% while the legacy portfolio declined.

Same industry. Same earnings season. Completely different financial pictures.

The Lilly rep sitting on concentrated gains near all time highs has a different conversation than the BSX rep whose shares vested near $100 and are now worth less than half that. The Intuitive Surgical rep whose RSUs vested above $500 is in a different position than the AbbVie rep watching the Apogee acquisition close this quarter.

Every one of those situations requires a different conversation. There is no template for this.

The income and equity that healthcare sales professionals build in this industry does not move in a straight line. The reps who build financial plans around the reality of that environment are in a different position than the ones who assume the current moment is permanent.

07/03/2026

Most people in high-performance roles have income that moves.

Base. Commission. Bonus. Equity.

The financial plan has to be built for that. Not for a salary that shows up the same amount every two weeks.

If your comp is variable, your strategy should account for it.

06/30/2026

The deposit hits and it feels like the finish line.

It is not.

Big comp events, bonuses, equity vestings, acquisition payouts, they all come with a planning window most people miss.

The ones who move fast keep more of it.

06/18/2026

The US Open starts today at Shinnecock Hills in Southampton.

150,000 people. A $120 million economic footprint for the region. A prize purse of at least $21.5 million. And Scottie
Scheffler going for the career Grand Slam on his 30th birthday Sunday.

One of the best weeks in golf. Right in our backyard.

06/17/2026

From Quota to Capital is back.

A monthly newsletter built for people who are great at earning and ready to get serious about keeping it.

Variable income. Equity comp. Tax strategy. Real situations. Plain language.

Five minutes or less. Subscribe at the link in bio.

06/16/2026

The best tax decisions don’t happen in April.

They happen mid-year, when your income picture is clear enough to act and the window is still open.

By December it is usually too late to change the outcome.

April just tells you what already happened.

06/02/2026

Planning isn’t just about building a portfolio.

It’s about looking at everything at once. The taxes. The coverage. The accounts. The things quietly working against you that nobody flagged because nobody was looking at the full picture.

That’s the difference between having an investment account and having a plan.

05/28/2026

Building wealth isn’t one decision.

It’s the same right decision made consistently, year after year, through the market cycles you didn’t see coming and the ones you did.

The people who get this right aren’t always the highest earners. They’re the ones with a plan that actually travels with them.

05/26/2026

The financial decisions that matter most don’t feel exciting when you make them.

Maxing your retirement account. Getting the right disability coverage. Structuring your bonus before it hits your checking account.

None of it feels like a win in the moment. All of it does later.
The boring stuff is usually the right stuff.

Address

535 Fifth Avenue, Fl 13
New York, NY
10017

Telephone

+16466638698

Website

https://linktr.ee/FletcherBolda

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