Robert Bohli

Background

About Robert Bohli

I have spent over 25 years in the financial advising field where I initially worked with my own clients and then moved into leadership positions where my passion was to make sure that other financial advisors were serving their clients’ assets appropriately. Over the years I’ve seen how comprehensive financial planning can make a difference in a person’s outlook and financial outcome. I believe people who decide to work with professionals are generally more optimistic and keep market cycles in perspective. But what’s critical to understand is the need to stay involved in your own financial decisions. While professionals are an important part of the financial planning process, they are not a substitute for your own continuing education and due diligence around financial decisions. If you’re not challenging and questioning your professionals’ advice, you likely don’t know enough. I think far too many people delegate their financial futures to a team of professionals only to find out they should have done something different. My background: intangible sales, business management, turn-around leadership, sales training and public speaking.