Musings on work, success, financial advice, life experiences and more.

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,…

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The C-Suite Dilemma We Don’t Really Talk About

The C-Suite Dilemma We Don’t Really Talk About

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…

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