68. I am not an "investment guru"!

 

Dear Friends,

Thank you for your overwhelming support for my up and coming "speaking gigs" career ha ha ha

This early in the year, I have already grown the number of my engagements by more than double of what I have done last year, could have been more had I accepted all invitations

Before I accept any invite, I would inquire as to who would be the audience, the topic and scope of coverage for my talk and the objective of the gathering

I normally declined invitation to speak on the investment aspect of the market, analysis of its current state and making fearless forecasts for the year, some of my "investment management expert" friends would be better resource speakers

If you take a look at the brief outline of my 25-year career, you will notice that my most meaningful years are focused on the SALES and DISTRIBUTION of financial products and services

I am not an "investment guru"!

I am basically a sales trainer if you will, using market insights to guide financial advisors on how to identify market opportunities to grow their practice, while I may discussed investment concepts like portfolio and asset allocation strategies, these are meant to provide financial advisors with ways and means on to help clients mitigate market risk and optimize returns

As your Sales and Distribution resource, I can help you and your team formulate sales strategies on how to reach a wider segment of the market, supported by research and careful analysis, I can help create a more effective approach using "financial advisory narratives"

I always believe that financial products are great in helping people achieve financial security, but great products should be supported by great "stories" to gain wider acceptance

Thank you my friends, stay safe and productive this 2022!