What is the financial consultant's equivalent of making 100,000 shots? This video stayed with me because it captures something I think about often: mastery is rarely the result of one breakthrough. It is built through thousands of deliberate repetitionsโpractising, reviewing and refining the small details that most people never see. I have been in financial [...]
A recent meeting with a new prospect reminded me that maturity has little to do with age. He was just 21, had only recently started working, and was introduced to me by an existing client. When we met, I expected our conversation to revolve around investingโbecause that is usually what excites young adults most. Instead, [...]
Just completed a 3-day Gen AI course โ and I left with one uncomfortable thought: ๐๐ ๐บ๐ฎ๐ ๐ป๐ผ๐ ๐ฟ๐ฒ๐ฝ๐น๐ฎ๐ฐ๐ฒ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฎ๐ฑ๐๐ถ๐๐ผ๐ฟ๐.๐๐๐ ๐ถ๐ ๐๐ถ๐น๐น ๐ฒ๐ ๐ฝ๐ผ๐๐ฒ ๐๐ต๐ถ๐ฐ๐ต ๐ฎ๐ฑ๐๐ถ๐๐ผ๐ฟ๐ ๐๐ฒ๐ฟ๐ฒ ๐ผ๐ป๐น๐ ๐ฝ๐ฟ๐ผ๐๐ถ๐ฑ๐ถ๐ป๐ด ๐ถ๐ป๐ณ๐ผ๐ฟ๐บ๐ฎ๐๐ถ๐ผ๐ป. The deeper implications for financial planning are not just about productivity.Theyโre about trust, behaviour, judgment, and how clients make decisions. Here are 5 shifts I [...]
"What happens if I have no income for 2 years, will i have enough to pay for all my plans?" This was a very honest question a client recently asked me. And I'm thrilled that he asked this, because that is precisely why I am doing what I am doing, it is to give clarity [...]
This is my 10th year in the industry.I was sharing this fact with a client recently, and he asked me, '๐ช๐ต๐ฎ๐ ๐ฑ๐ผ ๐๐ผ๐ ๐๐ต๐ถ๐ป๐ธ ๐ถ๐ ๐๐ต๐ฒ ๐๐ฒ๐ฐ๐ฟ๐ฒ๐ ๐ผ๐ณ ๐๐ผ๐๐ฟ ๐๐๐ฐ๐ฐ๐ฒ๐๐?'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 [...]
"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 [...]
"๐ ๐ฎ๐บ ๐๐ต๐ถ๐ณ๐๐ถ๐ป๐ด ๐ฎ๐น๐น ๐บ๐ ๐ฐ๐๐ฟ๐ฟ๐ฒ๐ป๐ ๐ฏ๐ฎ๐ป๐ธ๐ฒ๐ฟ'๐ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ผ๐๐ฒ๐ฟ ๐๐ผ ๐๐ผ๐."That is probably one of the greatest validation I have gotten in recent days.My client went on to explain that, '๐๐ผ ๐๐ผ๐ ๐ธ๐ป๐ผ๐ ๐๐ต๐ฎ๐ ๐บ๐ ๐ฏ๐ฎ๐ป๐ธ๐ฒ๐ฟ ๐ต๐ฎ๐ ๐ฏ๐ฒ๐ฒ๐ป ๐ฏ๐ฎ๐ฑ-๐บ๐ผ๐๐๐ต๐ถ๐ป๐ด ๐๐ผ๐ ๐ฎ๐น๐น ๐๐ต๐ฒ๐๐ฒ ๐๐ฒ๐ฎ๐ฟ๐?'These were his exact words, and I do know it as previously, this [...]
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