Musings

What If I Die Before You: Transactional Vs. Life-Long Client Relationships

What If I Die Before You: Transactional Vs. Life-Long Client Relationships

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,…

More info

The Lesser-Had Conversation: Turning Down the Wrong Clients for Your Business

The Lesser-Had Conversation: Turning Down the Wrong Clients for Your Business

“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…

More info

When Taking a Step Back Actually Allows Your Kids to Grow More

When Taking a Step Back Actually Allows Your Kids to Grow More

Over the years of being a parent and a son to my parents, I never thought I would go down the path of enforcing my opinions on my kids. Sometimes, I pause, take a step back, and realize that I’ve become the same person that I told myself I wouldn’t be- which is like my parents. And I realize that I tend to be enforcing my mindset and opinions…

More info

Bouncing Back From Screw-Ups in Business- A Case Study

Bouncing Back From Screw-Ups in Business- A Case Study

I believe there is always room, especially when humans are involved, for some level of errors to take place. Now the reality of the matter is, in the real world it’s unlikely that you’ll be able to go through life without screwing up. I’ve been in the life insurance and financial services business for the last 21 years and of course, there are…

More info