Nobody can predict where you will be in 30 years. Live in the moment and plan for options in the future so you can easily pivot as life and priorities change. Embrace every opportunity to grow and adapt, and remember that every challenge you face is a stepping stone to your future success.
Here is the optionality I was able to build over the past 10 years: When I got my job at Morgan Stanley, I was determined to be the best, to know the most, and to dive deeper than any other client service associate. When I started looking to move to New York and sought job opportunities, getting interviews was not a problem. However, the minute they heard my accent, which was thicker then and became more pronounced as I grew nervous, there were no follow-ups.
But I created options for myself. I reached out to one of these hiring managers who hadn't responded but had said they liked me. I told them I would be in NYC for an interview and asked if they had time for me to stop by. She gladly agreed! At that point, I lied and said I had no other interviews lined up.
Then I called three other managers, telling the truth, and each one said yes. A week later, I had four job offers.
I created options for myself out of thin air. I knew I had so much to offer, and I also knew that they were hesitant to hire a foreigner. Just like that, I became part of one of the largest producers in NYC.
The same principle applies to your financial plan, with one key difference: you can’t manipulate numbers to make more numbers. However, you can build a tax strategy to avoid paying thousands, and invest intentionally so that you not only grow your portfolio but can also take advantage of future opportunities. Just as I did when I left Morgan Stanley and started my own wealth management firm. My first year was successful, largely because of my portfolio. By creating that portfolio, I created options for myself and executed on one of them.
@newgenwealthcreation is a registered
investment advisory firm. I help professionals and entrepreneurs to build their wealth foundation. I also help adults who experienced financial setbacks in life.
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This is an excellent resource! If you have any opportunities that remain open longer than anticipated, we would be pleased to assist with recruitment.