28/03/2023
I never seem to look deeply into those close to me, especially when it comes to financial planning, but seeing the impact and joy that it brings to many families as we practice, the difference that we make as advisors or planners, the hope that we bring to those who have lost loved ones regardless of race, sometimes I feel so privileged because of the exposure that the companies that we work for give us, the type of clients that we get to engage with across the race, but what really touched home was seeing how many of our people out there are still not exposed to competent financial advisors/planners/wealth managers, that really hit home, how our people don't even understand contracts that they get to sign and only realize later, that really hit home.
You can use everyone but make sure you understand everything about the contact.
If you are not fluent in a particular language, ask for someone who understand your language or native tongue, but at the same time look for someone who is able to provide you with appropriate guidance(quality advice and recommendations ).
Let's make money, guys.