I know everyone is talking about how much the world has changed in the last few weeks. It has, but we’ve been in the tumult of a change and uncertainty for a while now. Economies and businesses have been seeing declining numbers for the last year, or more, certain asset classes have been performing poorly, leverages held by banks on…
The Life Insurance and Financial Advice industry is one where integrity, among other virtues; forms the base of solid service. If the core of our working model is to put the client’s interests above our own, us advisors could raise the bar together. Clients and advisers, here are the core questions that form the foundation of a great client-adviser relationship
My client retired at 42, after he hit all his financial goals. This is a person who I saw through right from the modest beginnings of his career all the way to an early, very comfortable retirement. Over his 20-year career in the UAE, I watched how he meticulously set a plan and followed through – A success story worth sharing.
I had the fantastic opportunity to speak at the MDRT Top of the Table 2019 Conference.
I learned some invaluable lessons from my experience, and I wanted to share them with you. If you’re a speaker, or ever find yourself in a position where you need to address an audience, then these pointers will help.
Many parents tend to project their dreams and their idea of success onto their children’s futures. They make choices for them, rather than with them.
My wife and I adopted a different approach. We decided to set goals with our children, not for them.
Consider this an ode to the MDRT Foundation – an organization that has helped me learn about and support charities and causes in the world that I would otherwise have no idea about. MDRT Foundation is an arm of the Million Dollar Round Table (MDRT), a prestigious body of the world’s top financial advisors. Most people I know, friends, clients, and fellow financial…