John Abbenda – Wealth Manager
Quick-Show Notes:
In this episode of The Millionaire’s Lawyer, JP and John Abbenda discuss:
John has built his empire on trust and respect
Clients 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 essential
If your financial does not sit down and talk about the following, you should reconsider whom you are hiring:
- Goals
- Family
- Children?
- Retirement Plans
- Who YOU are
- What are YOU interested in?
Nothing moves in a straight line so don’t expect your investments to either
John 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 think
Dollar-Cost Sharing
The balanced portfolio contains:
- Cash
- Equity
- Stocks
Having 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 service
When 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 abolish
Having a strong foundation means you have:
- Quality
- Diversity
- Review it periodically
- Let the markets do what they do – go up and down.
Be proactive
Dive Deep
Tomorrow is a promise to no one.
Key Takeaways
From this episode of The Millionaires Lawyer with John Abbenda:
- Wealth is not always money, but your family and friends who love you
- Cherish every moment
- Tax-Free Savings Account, a tremendous asset should you know how to work it properly
- Treat your clientele how you would like to be treated
Connect with John Abbenda:
613-564-2004
john.abbenda@rbc.com