The most satisfying aspect is seeing the positive impact we can bring to people’s lives. In a prior life, I was a client portfolio manager in the institutional space working with pension funds, endowments and foundations, and consultants. I never met the “end-client” but was dealing with various intermediaries.
The Exton Chamber is a great way to foster relationships, both on a professional and personal level. All the work we do, whether for individuals or business owners, is based upon trust. Trust must be earned and relationships, created through the Chamber, have been an integral component.
We aren’t in the business of selling products but start with the financial big picture and figure out how to improve it. Think of golf. The golf swing comes first. We’ll worry about which clubs to buy later once we know what clubs are missing from our bag.
What use is knowledge or insight if you can’t communicate it? Even if you think you are the smartest person in the room, you aren’t. (That’s true whether young or old.)
My wife and I lived in Singapore and Sarah, our daughter, was born there.