I’ve got two rather personal stories for you today. They both stem from the same set of circumstances but have completely different outcomes. In one case, I lost my client’s trust and over time, regained it. In the other, I lost it and never got it back. Both stories are emotionally laden for me. They take me back to one of the hardest points in my career so far.
Do you know how some books stay with you long after you have read them? One such book for me was David Maister’s ‘The Trusted Advisor.’ The content resonated deeply with me overall but one particular chapter got me thinking about the financial services sector, especially here in the UAE. This chapter was about transaction versus long-term client relationships. Initially,…
Over my 22 years in the Life Insurance industry, I’ve seen many methods of wealth transfer from one generation to the next. I’ve noticed two major trends: One is the preference for more liquid assets and the other trend is the rising matter of ‘choice.’ Let me explain: With every passing generation, we’re seeing the increased awareness and practice of…
“You can’t please everyone, you’re not a jar of Nutella.’ It’s got to be a great article if it opens with a Nutella meme, right? If you’ve been following my content for a while, you know that one of my goals is to create more ‘free time.’ I’d like to spend less time working while still upholding exceptional standards of…
On the morning of February 19th, 2022, I was up at 3:30 am. I downed a quick breakfast and in a couple of hours, I was on the road, driving to the RAK Half Marathon. I had a 90-minute drive ahead of me. I’ve been training for ultramarathons and Ironman races for a while now, but this race was a…
Up until very recently, I used to serve two right-fit client categories: The High Net Worth (HNW) Entrepreneur and the High-Income Executive. The High-Income Executive group comprised individuals who were in C-suite positions with the powerhouse companies – the Fortune 500s, the big airlines, the energy giants. These executives typically earn an income between US$ 500,000 to US$ 1.5 million…
