By Yusuf Osman, MBA
What are your primary priorities? I’m willing to bet family, work, and health top your list. But where do your finances fall? While money might not be at the forefront of your mind when it comes to your day-to-day to-dos—or even on the list at all—it should still be a top priority in your life.
Whether we like it or not, money affects every part of life, so it’s important to be intentional with how we manage our finances. Money can provide the resources and stability that positively impact the things that matter most to us. However, because of its far-reaching impact, managing money often leads to stress and worry. That’s where the services of a financial advisor can be helpful. A financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel, so it’s important to choose wisely.
A Relationship Based on Trust
But how do you find an advisor you can trust and one you’ll want to work with for the long haul? I understand this can be an intimidating process. Trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, I’m honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let me in on their financial journey.
I place the utmost value on my clients, and I greatly appreciate the opportunity to serve the important people in their lives as well. I gladly welcome the chance to connect and get to know new clients who may benefit from the services I provide. As an integral part of our continued growth, your referrals are the highest compliment.
The Life By Design Plan Difference
I’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to me. I believe this is due to a few reasons that make me unique:
A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why I created a Life By Design Plan focused on your financial goals. I take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
Strong relationships. I prioritize a hands-on client-centered approach, which has led to long-lasting relationships with so many of my clients. I’m proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
A long-term commitment. Life changes happen and financial needs and objectives can shift over time. That’s why I provide ongoing guidance and support. Whether it’s saving for your children’s college education, preparing for retirement, or preserving assets for future generations, I seek to provide the financial service resources and continuous management necessary to keep you working toward your goals.
A dedicated partner. While maintaining a high-touch and personalized experience, I strive to help my clients simplify complex decisions about their money. I hope you feel more confident as you navigate life’s challenges and opportunities with a dedicated partner on your side.
The People I Serve Best
I desire to partner with you and help carry your financial burden. Because I like to form trusted and close relationships with my clients, I strive to work with people whom I believe I can best serve, primarily highly responsible women that live full and busy lives and juggle multiple responsibilities—careers, children, caring for elderly parents, to name a few. In fact, my vision is to create an environment where women can become inspired, engaged and more confident in the financial decisions they make for themselves and their family through my Dynamic Wealth Process. Ultimately, all my clients want to delegate their financial matters to a professional they can trust so they can simplify and focus on what’s important.
Do You Know Someone Who Could Benefit From My Services?
One of the reasons I work with a select number of clients is so I can provide personalized attention and care to each client as well as their loved ones—and take these financial matters off their already full plate! When you have questions about your goals or strategies, I’m here to help. When you experience a new milestone in life, I’m here to help. And if you know anyone else who has questions or needs unbiased advice, I’m never too busy to help.
If you’re a client of mine and you’ve enjoyed working with me, I hope you’ll refer a friend, colleague, or family member who may benefit from my services. Consider sending this article to them, and if they’re interested in partnering with me, they can contact me at (613) 230-5895 or email@example.com. They might also be interested to hear what my clients think about working with me. I appreciate your business!
Yusuf Osman is a Senior Investment Advisor at Argosy Securities Inc., an independent full-service financial advisory firm dedicated to helping clients create financial freedom, security, and peace of mind. With over 30 years of experience in the finance industry, Yusuf is committed to educating, engaging, and inspiring as many people as possible to take control of their finances. He spends his days developing a thorough understanding of his clients’ lives, concerns, and dreams to help them build a program that keeps pace with changes in both the markets and their lives. Yusuf graduated from the University of Ottawa with a bachelor’s degree in Science and earned an MBA in Finance from Queen’s University. To learn more about Yusuf and his Dynamic Wealth Program for Women, go to https://www.argosy-osman.com/women or connect with him on LinkedIn.