Why my relative don't buy from me but I am not at all upset?

Over the years in the industry, we have heard many reasons for rejecting our services. Sometimes our relative thinks that if I knew about their financial status, my mother will and eventually everyone will. At other times, our relative rather support their spouse's family agent than us. It all boils down to their priority and personal preference.

The truth of the matter is, I remember Edward and I visiting his uncle the other day and his uncle's wife is his client. Suddenly, they were both talking to us about financial planning, and then his uncle was asking what his wife bought. In a joking manner. Edward replied, "this is my client's information, from a professional perspective, I am unable to discuss or reveal. You can just treat it as your wife's secret stash.（私房钱）"

Of course Edward as usual has a very fun yet harmless way of handling his client's curious family members. That is his style. Me on the other hand tends to be on a more serious note most of the time. Therefore our personality differences also helped us when we meet different prospects too.

Rest assured that your financial information is safe with us. That being said, we are glad most of our relatives and loved ones did place their trust in us eventually and for that, we are utmost grateful.

If you like us and our style, feel free to contact us for a financial portfolio review!

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