Always try to put yourself and those around you in a position to win.
Recently, one of my wife’s friends asked me while the kids were swimming in her pool, “Now what is it that you do again?”
“I work with a small select group of individuals and business owners with regard to their financial affairs,” I replied.
The conversation continued and I explained who we were and our methodology..
This particular family was with UBS and not happy with their service.
So, with no “sales” material or “selling,” this family asked me if I could work with them.
“Why don’t the two of you discuss it a bit further, and if it feels right, we can explore it more,” I said.
The next week, they moved their money to my firm, entrusting me with their business.
The point of this story is it’s important to simply be out there, letting people see what we do and how we do it.
It’s a great reminder that business doesn’t just occur in an office or from 9-5, but in the real world, among real people, on their time – not ours. People have needs, challenges, and a whole lot of questions, and if I’m truly doing my job well, I’m always available to answer them and be of assistance.
It goes without saying that involvement in community, charity, schools, sports, and on and on, brings together people with common interests and goodwill.
This particular couple’s son is my son’s best friend. We have all been to dinner. They have been to our home and to Dodgers games. I knew what they did and had asked questions in the past.
I am quite sure they knew what I did, but I never once solicited their business or talked “shop.”
So, this was just their way of asking for help. And it all starts with knowledge and trust, the most important commodity there is.
My good friend, Joe Sparacio says that there is never a right way to do the wrong thing. I have been thinking about that a lot lately.
Doing the RIGHT thing is just RIGHT. It clicks. It not only feels good and makes others feel good, but it also puts good things out there that eventually come back to you.
I never planned to ask this couple who managed their finances or if they were looking for a change. But I put enough out there that I wanted to always add value and serve, and they just came to us. Hopefully, they noticed my passion and dedication.
I want them to win. I want our firm to win. I want to win. But the right way.
Recently, One Wealth Management donated Dodgers tickets to Guidry’s Guardian, an animal rescue foundation that my friend Alanna Rizzo started.
It’s a cause that’s very important to her, and being that she’s a good friend and that we also only have rescue dogs, we donated two games.
What’s great about that is we were able to help a friend and support a good cause. Although I didn’t ask her for PR or any recognition from the Dodgers or Sportsnet LA (for whom she’s a broadcaster), she chose to recognize us.
She thanked One Wealth Management in her social media posts and on television through Sportsnet LA.
Put out good things, do them for the right reasons, and it all comes back.