Financial Advisory: An unforgettable journey begins with one deal

It’s really hard to ask someone to trust you with his money as you’re aware that he doesn’t trust his wife or children with them; especially when this potential client is getting richer.

You’re aware that he’s not enjoying his breakfast as he used to be or not focused enough when he drives to work. His fear of losing his money or over-spending them on stuff that didn’t matter to him before is eating him up.

You’re aware that, for him, you’re giving him words wrapped with financial jargons and eventually the decisions and actions are his not yours. Your awareness that this potential client is facing a big decision, from his point of view, regarding the next investment decision in which this is putting him under immense gigantic pressure; especially when he’s making an investment in a field where he has a very limited idea about.

You’re aware that this potential client chooses you among all your competitors in the market as his choice wasn’t only based on your great financial qualifications or track-record but because he trusts you. You’re aware that this trust can disappear at any fraction of a second if you made the wrong call regarding his money.

You’re aware that the he’ll take the credit for your financial advisory and work if things work out. Regardless, you closed a deal and won a client as well as added a new achievement to your track-record.