One of the hardest things for me to do as a husband is to listen to Charnelle’s problems. Why? She is not looking for me to solve them, which is what I would prefer to do. She is looking for me listen and empathize. I admit empathy is important, but then I want to get down to solving problems. That’s why I like being an investment advisor so much.
Finance and investments bring all sorts of pain points into people’s lives. My job is to figure out what the pain points are and eliminate them. Do you have an investment you don’t understand? Great, I will investigate it. I will even sit on hold with you while we wait to ask questions to the investment company.
Do you have money in several different places and can’t find the time to manage it? I specialize in that one. I can sort out what can be consolidated and what should continue to be held separately.
Are you unsure about how to tell if you’re on track for a comfortable retirement? I have a financial plan that can tell you that.
I like being an investment advisor because I get to take action that alleviates pain points. That frees you up to spend time dreaming about goals instead. Doesn’t that sound fun?
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