“I’ve never had this much cash and investments in my life!”
Just celebrated a big victory with my client last night.
When we started our journey together since 2019, he was not in the best of state. He had debts, hardly any savings and no investments at all.
While some consultants may choose not to work with such clients as they really do not have much means to invest or purchase any plans, I believe that it is precisely such clients that really need our help.
What is another $1M to a wealthy client? Not much.
But an additional $10k to a barely-surviving client can be life-changing.
While I do know it is my calling to help everyone who is willing, my thought also is that in the long term, if we can turn things around for them, they will eventually be able to invest and do things with us. So it is not purely altrusic, but a long term vision that our interests are aligned.
Fast forward a long 6 years, and much sacrifice and struggle, mostly by my client, he has now:
βοΈ cleared πππ his debt
βοΈ built up a meaningful π°-π³πΆπ΄ππΏπ² savings
βοΈ investment portfolio >π±-π³πΆπ΄ππΏπ²π
He could never have imagine accumulating such wealth 6yrs ago.
So we celebrated last night. It was truly a milestone worth celebrating and to see how the whole countenance of this client change from 6yrs ago to now, reminds me all over again why I do what I do. He is so much lighter now, not having to keep worrying about cashflow and more than that, have some freedom to enjoy some luxuries when he feels he needs it.
Thank you dear client for allowing me to be a part of your awesome journey and for trusting in me and in working hard to help yourself. I’m excited to see how much further we can accomplish together.
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