Reflection on the past 10 years

This is my 10th year in the industry.

I was sharing this fact with a client recently, and he asked me, ‘𝗪𝗵𝗮𝘁 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗲𝗰𝗿𝗲𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘀𝘂𝗰𝗰𝗲𝘀𝘀?’

It’s always great when clients hit you with some revelatory question that forces me to take a step back and ponder.

After taking a moment, I answered him, ‘𝗦𝗵𝗼𝘄𝗶𝗻𝗴 𝘂𝗽 𝗲𝘃𝗲𝗿𝘆 𝗱𝗮𝘆.’

Looking back at the past 10 years, I believe why clients come to trust me to manage a significant portion of their wealth is because they know that rain or shine, I’m at the forefront tracking, learning and evaluating our plans and strategies. They know that I cannot get everything right, but I will make the necessary adjustments to steer their financial ship in the right direction.

𝗖𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝘆.

𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁.

These are common words that I have heard used to describe me by my clients. While I may not be the smartest or the most eloquent person they know, but I wake up every morning and put in the sweat to get better at what I do.

My clients know that I’m in the trenches everyday making sure that our plans are still relevant in a tumultuous world. If they have concerns, they know that I’m there to walk with them and they can count on me…. 𝘁𝗼 𝗯𝗲 𝘁𝗵𝗲𝗿𝗲.

These 10 years went by just like that. If God wills, I hope to be able to write a similar post another 10 years later reflecting on more lessons that I’ve learnt.

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