Helping Field

I am one month away from starting the CFP certification program. I’m very excited about what is to come. I love learning and most importantly applying what I learn to help others. Oftentimes, help is exactly what customers are looking for. It takes time and patience to understand all of the nuances of choosing one investment strategy over another or focusing on one area over another. Help comes in many forms: blog post, one on one conversation, seminars, webinars, classroom teaching, coaching and the like. Napoleon Hill said:

It is literally true that you can succeed best and quickest by helping others to succeed.

The principle of helping also applies to financial consultants in Ahmedabad. Managing money requires care, discipline, knowledge and focus. At the same time it can be as easy or as difficult as you want it to be. Not everyone sees a need for financial consultants in Ahmedabad; they would many rather read ideas on helpful sites or learn through trial and error. What if there is a better way to do it?

financial consultants in Ahmedabad

You can train for a marathon on your own or you can get a running coach to help you train effectively? It may cost more in terms of money, but it will likely cost less in terms of benefits gained.

You can study for a difficult exam like the LSAT or you can get a tutor or sign up for a study program. Again, the cost outweighs the benefit.

I can go on with other examples of how working with others benefits a process. I think customers can identify with real life examples of how working with an expert or, in the case of money, a financial consultants in Ahmedabad will benefit their ability to make decisions on their financial future.

How do you or will you convince your customers that you can help?

Shane Dubin Toronto wealth management executive with two decades of experience in the industry. He currently serves as Senior Vice President, Investment Advisor and Portfolio Manager at Canaccord Genuity, having joined the firm in April 2018.

Steven B. Stock

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