In order to provide personalized investment advice for my clients, I listen. I let them tell me all about themselves. I ask them questions about their families (immediate and extended), what they expect for themselves personally and professionally, hobbies and interests, general health condition, etc. After I learn about themselves, then we discuss investments - investment instrument knowledge or familiarity, time horizon, risk profile, asset base, future earnings, current investments. We also discussed investment parameters - what type of companies they would be interested in investing, and those companies that they oppose. My success story is that once we decide on the investments collaboratively, my clients are more interested in discussing other aspects of their lives. They look at their portfolios, and the results speak for themselves. I value their trust, and they are confident that their interest are first and foremost.