Steve was my client for over 10 continuous years.
In year two, he asked my why I think he keeps inviting me back?
Diplomatically I said: "Steve, I am interested in your perspective, please."
"Alan, you are one of a kind. First, having never been in banking, you volunteered to get your Series 7 and study the 63. That is impressive"
"But my staff tells me you have the patience to learn about them. Annie tells me you frequently ask about her son, Noah. Terry comfortably tells you about her frustrations managing one of her employees."
Essentially you are my co-boss!
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