Persistence has been the cornerstone of my success. The financial planning world can be full of uncertainty, and the same goes for life in general. There have been countless times when a client rejected my advice or a plan I had carefully crafted. Early on, that kind of rejection stung, but I soon realized that it wasn't about me—it was about the client's needs and understanding. I kept going and followed up. Setbacks aren't failures—they're opportunities to learn.
For me, financial planning, especially retirement planning, isn't just about numbers. It's about people's lives, their hopes, and their fears. I approach every client with a sense of empathy, which is where my background in psychology plays a crucial role. Each person has unique needs and backgrounds, so understanding their emotional landscape helps me craft personalized strategies that resonate with them.
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