lessons from a successful wealth management executive

ask experienced people out for a meal … seek out their advice

never call a busy person on monday morning – tuesday afternoon is more comfortable

start fast if you want to start a business – launch a product at 80 % , get customers as soon as you can

always have an exit plan – do you plan to sell to another company or go public or something else

what distinguishes you from the rest of the crowd out there – highlight that in your resume

don’t have a sense of entitlement – work hard , life is full of difficult moments with some brilliant ones

when you put in your own money with someone , ask tough questions .. like where , how of your own money have they invested and what is their investing mantra ?

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