What's the most satisfying aspect of your business?
Answered by:
The most satisfying aspect of my business is when you are truly able to make a difference in a clients financial well being. Often times, a client comes in to see me and their investments are not consistent with their risk tolerance, age , marital status and even health. This was greatly evident after the 2008 financial crisis, where I was able to safeguard so many clients from huge losses, after reallocating to lower risk strategies, particularly seniors, from stock market loss. It is also quite satisfying helping clients achieve there investment retirement goals or helping families save for college as costs are so high. Lastly, having clients make money on individual stocks that I research and advise on the purchase and sale is very uplifting.