In 2017, I decided to step down from my business. I sold my shares and switched from running an Insurance brokerage to working with a firm where I would focus solely on serving my clients as an Advisor. When I joined the firm, one question I got asked often was: ‘Why do you have a support team when you could…
In my last article, I described the three kinds of people that prepare for a race – whether in life or in sport. I realized that while I may have certain qualities from each of the three types, I learned what it really takes to succeed at a challenge may be totally different. Last weekend I took part in the 7 Emirates Cycle Challenge organized by The First Group.…
I’ve been an aspiring athlete for 3-4 years now. And a big part of that involves me preparing for races, whether they are runs, swims, or bike rides. When my fitness and business transformation began at the age of 34, my outlook towards my body and business goals was nothing short of a race. Starting from ground zero, I definitely had a long way to go. And in having participated in these…
As a life insurance advisor, when the time to keep my promise arises, it’s a huge release for me because I can keep my word of showing up with the cheque when the worst happens. But what also comes with that is an emotional loss, as my clients are also my friends and this relationship becomes a big part of each other’s lives. “Basheer…
In my 21+ years as a life insurance and financial services advisor, dealing with high-level executives and top-performing entrepreneurs, I’ve met clients with different levels of experience with investing. It’s interesting to hear the questions that come up in my meetings, these questions have mostly been around restructuring existing portfolios. If you’ve been having doubts like: Why don’t all of my asset classes perform…
As life insurance advisors, we’re called on field as the most valuable player when a client of ours passes away- to show up with the cheque for the dependents, no matter what. In the lifecycle of serving a client, this is really one of the most crucial moments. And different advisors have their own philosophy around how they deal with the claims settlement process. You could either only do what’s…
