I really believe in succession from within
DO YOU THINK THAT YOU'VE HELPED PEOPLE OFTEN IN YOUR CAREER SO FAR? Absolutely, even if the help is just giving somebody a clear mind so they can sleep at night, that they know they’re well supported with their tax and finances and that they’ve got somebody to talk to about issues that arise. That we’ll look after them. I really feel so fortunate to be in the position where I can do that.
HOW DO YOU APPROACH GOAL SETTING WITH CLIENTS? It's very important that clients set their own goals. I'm then happy to help support them to achieve them. For me, if you're going to achieve your goals you need to set them yourself and you really need to want to get there. You need to want to invest the time to understand what the steps are that you need to fulfil to achieve them, and then commit to taking those steps (and finding the help you need) to get to where you want to be.
HOW DID YOU MEET THE TEAM AT CARRINGTON INVESTMENTS? I first met Mike and Al through one of my fellow partners at ABG, Paul Morris. What I really loved about Mike and Al was how motivating it was meeting other professionals who have got truly high expectations of their own performance in terms of client relationships. It seems absolutely paramount to them. They focus on delivering great service and it’s motivating because it makes me want to rise to that challenge as well in terms of how I deal with my clients.