One experiences life through those they meet. I spend my day meeting and interacting with people. Those that provide and those that need advice. In all cases it is these persons that I learn more from about how to lead a fuller life.
My experience in building relationships with clients stems from years of involvement in organisations and committees. Building a long lasting relationship based on trust is the way to ensure success in business.
My interest in investing was honed through the development of my own investment portfolio and the one through my investment club. My clients benefit from this as I only put their monies where mine is already.