I was recently with someone whom I have known for quite a while, having met him regularly at business events in and around where I live. I knew what he did for a living (chef) and he knew what I did for a living, or at least I thought he did!
Over dinner one evening, I was asked “Jeremy, I know you are a Financial Adviser, but what exactly do you do?”
It actually took me by surprise, thinking everyone would know what I did if I had told them my job title. The discussion continued; “ I would get it if you said you were a chef, you cook food; if you were a car mechanic, you repair cars; if you were a pilot, you fly planes; but what exactly do you do as a Financial Adviser?”
Wow! My answer actually took a little longer than I thought, explaining all of the different aspects I deal with. That got me thinking, I do need to explain a little more about what I do, but not bore people to death.
With that in mind, I put together a small ‘flyer’ showing the areas I deal with, which then pushed me to write this article with the objective of giving people a little more detail around all of the areas I can help with.
So this is what I do for people who live here in Spain: