The Best Advice You’ve Ever Received (And Are Willing to Pass On) - Carroll Financial
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March 5, 2020

The Best Advice You’ve Ever Received (And Are Willing to Pass On)

Winter 2020 Quarterly Newsletter

Author: Mike Jette, CFP®, CLU®, ChFC®


David Pogue wrote an article for The New York Times with the same title last April. He invited readers to share the best advice they’ve ever received. He inspired me to do something similar with my CFA colleagues and you … our clients! Here are just a few of the responses from CFA staff.


Life Advice

Words of wisdom for life in general:


  • “Never take criticism from someone who you would not turn to for advice.” – Morgan Freeman. Chris Rogers heard an NBA basketball coach say this recently in regards to the criticism that is frequently shared in social media.
  • “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou. Gabi Kong liked this because it inspires her to create experiences for others that make them feel loved, appreciated and special.
  • “You have a past for a purpose.” Marianne Edwards loves this because it honors the past, but also looks to the future. The lessons learned helped shape the person you are today.


Things Mom and Dad Told Us

Some great advice from our parents:


  • “You never get a second chance to make a first impression.” Will Rogers. A favorite of both Bill Trahan and Courtney Stutts. Bill shared this with his children and it was Courtney’s Dad who passed it on to her.
  • “Never let your emotion override your intellect.” James Bobbins. Patrick Bobbin’s Dad taught him to take a step back and view difficult situations from a more thoughtful perspective before acting.
  • “Take all you want, but eat all you take.” From Mark Dillon’s Dad and he passed it along to his sons. It teaches the value of things and to be thoughtful of the needs of others.
  • “Love your children enough to discipline them. No one likes a bratty child.” – Bruce Cleasby. Sandy Cleasby remembers hearing this from her Dad on the day her son was born.


Work Life Advice

Here are some thoughts from work life veterans:


  • “The purpose of a business is to get and keep a client.” Theodore Levitt. This quote had a profound impact on Larry Carroll and it’s why CFA spends so much of our time and energy communicating with, appreciating and educating our clients.
  • “Hard work beats talent, when talent doesn’t work hard.” – Tim Notke. Denis Curcio knows the world is full of talented failures. You can’t out-talent others, but you can sure out-work them.
  • “The college you go to opens the first door. After that your success is not related to that diploma.” – Kelly Graves. Who better than someone with an undergraduate degree from Duke and an MBA from Carolina to pass along this nugget of wisdom.


So what’s the best advice you’ve ever received (and are willing to pass on)?

Please send us one of yours to and we will share as many as we can in future publications.



This article was featured in our Winter 2020 Quarterly Newsletter available here: 



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