It sounds like the self-styled CEO and owner of an investment firm, who was concerned that his clients might fire him, was simply a self-employed solo investment advisor.
Who continued to run a business, which consisted of mainly reading the news and giving his opinions on investments, while taking a "working sabbatical". Which by definition has to be a bastard creation, either you are working or you are on sabbatical, a compromise isn't
Just another self-employed business author who was working from home, and fortunate enough to have a mobile home in the age of good telecommunications.
A business model (working from home) that anyone could copy. And a business model (financial advisor with loyal clients) that anyone could or couldn't copy. I've always felt that a really successful financial advisor wouldn't need to play with his clients' money
, he'd be rich just by following his own advice. If he believed in it.
What did the Dow Jones do last year? Ahuh, and how many financial advisors made 1/3 of that gai for their clients? While keeping what percent of their portfolios, win or lose, for themselves?
Charisma is great, but it doesn't make for a business model by itself.