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.
Over the course of my career, I’ve successfully exited two partnerships. One of these partnerships was with my brother. We ran a thriving Insurance Brokerage together. We knew how important it was to get the right business protection in place. And so, my brother and I got around to the difficult conversation that so many business partners don’t want to…
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,…
“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…
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…
