I make it a point to explain the reasoning behind my decisions, covering both the pros and cons, so clients clearly understand the approach we're taking. Additionally, I always aim to align strategies with each client's personality and risk tolerance. This preparation is essential and must be done ahead of time.

Building trust with skeptical clients requires clear communication, data-backed reasoning, and transparent solutions. Explaining the rationale behind financial decisions, showing potential outcomes, and offering alternatives will help ease concerns. Also, ensuring clients understand the long-term benefits and how decisions align with their goals can go a long way in solidifying confidence in your expertise.

I am all the time facing with doubts. People may doubt me because of different reasons. Because I do not hold CFA, because I am woman, because I am beautiful, because I don't have experience in Big5. But real difference between them and me is in passion. I have a passion to finance and curiosity to know more, that's why I achieve great results and they cannot. If someone doubts my financial decision I would not spend time on convincing him, I would recommend him to find another adviser whom he can trust. Even I will give him some contacts. It will be best decision because I will avoid headache and the person will get what he wants (maybe he is just looking for cheaper option). It is very important to let your client go.

Eu aprendi a nadar numa piscina olímpica em um Sítio. O salva-vidas me levantava e me jogava no meio da piscina. Momentos antes de me afogar, ele me buscava. Aprendi a nadar super rápido, por meio do instinto de sobrevivência. Mas pensei em desistir algumas vezes Meus filhos recentemente aprenderam nadar em uma escolinha de natação, demoraram aprender, mas em nenhum momento pensaram em desistir. Assim é no mundo dos investimentos, os mais céticos são os que têm menos conhecimentos, para esses clientes não devemos apresentar as classes mais arriscadas, mas sim, no início, apenas títulos do governo, de curto prazo, e emissões bancárias que possuem FGC e não sofrem marcação a mercado.

When a client doubts a financial decision, we respond by reaffirming that each choice is rooted in their long-term vision, family legacy, and Kingdom-centered values. We walk them through the strategy, showing how it aligns with our commitment to intentional impact and lasting abundance, not just short-term gains. With transparency, we explain the benefits and possible risks, focusing on how these decisions are designed to steward their resources in a way that reflects both faith and financial wisdom.