Part of why I shifted gears in my career was a recognition of where my
energy was being directed. Aside from the technical and business part of investing,
I spent a lot of time building relationships. I enjoyed that. Understanding the
context and psychology of how clients saw the world. Finding the frequently
asked questions, and interesting new angles, and digging into clearer answers.
Acting more as an “Investment Philosopher” than a salesmen. People trust people
who are clearly on their side, rather than pimping a product. The problem for
me was I was directing all this energy to clients, and significantly less to friends
and family. Colleagues and Clients were my community. Friendships were becoming
something I gave my leftover energy to. If there was any. The first step of any
business is finding a community that needs to be served, and understanding
their needs. I wanted to find a way of constructing that community consciously
and with intent.
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