Quick-Show Notes:In this episode of The Millionaire’s Lawyer, JP and John Abbenda discuss:John has built his empire on trust and respectClients when they walk in are uncomfortable and nervous, put their minds at ease and treat them how you would like to be treated.Time to time you will face a storm, and even your investments might take a hit.Having a strong foundation is really essentialIf your financial does not sit down and talk about the following, you should reconsider whom you are hiring:GoalsFamilyChildren?Retirement PlansWho YOU areWhat are YOU interested in?Nothing moves in a straight line so don't expect your investments to eitherJohn loves to work closely with his clients, he wants to be #2 on speed dial!A Tax-Free Savings Account is a great investment and has more opportunity than people thinkDollar-Cost SharingThe balanced portfolio contains:CashEquityStocksHaving a Will and planning your Estate is more important than most people think, and no, the $50 Kit will not do.Make sure your clients are covered on all bases and put them in touch with the right professionals.Do not chase the money, the money will follow good serviceWhen the client walks in, don't look at them like they are only their investment. Make them feel comfortable, get them a glass of water,  do not try to impress them. You want to ensure they understand you and feel comfortable with you.Reputation takes a lifetime to create, but a second to abolishHaving a strong foundation means you have:QualityDiversityReview it periodicallyLet the markets do what they do - go up and down.Be proactiveDive DeepTomorrow is a promise to no one.Connect with John Abbenda:[email protected] with your host, JP:TwitterInstagramFacebookWebsiteShow:LinkedInEmail: [email protected]: 1-833-890-8878

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