Why This Financial Advisor Offers Free Trips To The Maldives

 

Last month, a financial advisor sent Matthew Backus an unusual email.

She offered him a free trip for two to the Maldives. The Republic of Maldives comprises more than 1000 coral islands in the Indian Ocean.

My wife and I went last year. It has perfect beaches and warm, turquoise waters. Snorkelers can swim with whale sharks and giant turtles. There are more than 2000 species of fish.

It’s on plenty of bucket lists.

Matthew and his wife are educators. They live in Dubai.The Maldives would have offered a nice break from their giant urban sandbox.

He just needed to introduce the financial advisor to some of his friends.

All she wanted in return was a list of ten names that included emails and phone numbers.

Image by Pixabay

Read the rest of the article at AssetBuilder.com


andrew hallam

andrew hallam

I’m a financial columnist for Canada’s national paper, The Globe and Mail, as well as for AssetBuilder, a financial service firm based in Texas. I’m also the author of Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School (Wiley 2011) and The Global Expatriate’s Guide To Investing: From Millionaire Teacher to Millionaire Expat (Wiley 2015). My mission is to educate, motivate and inspire people on basic retirement planning and best practices for investing, using evidence-based strategies. I'm happy to comment on your questions. However, please read the Terms of Use.

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1 Response

  1. Oz says:

    Great article. I can’t believe the cheek of those that call up schools telling them you are a fraud or a con man to try to get them to stop you speaking! You charge nothing and sell nothing… pretty bad con man if you ask me!

    This is a problem systemic in our modern western culture: those with vested interests push an agenda and defame and slander those that threaten their golden goose. We can only hope that enough people are willing to question these so called authorities and call bullshit on all the scamers out there.

    I’m not just talking about the financial industry – just look at politics in the US, UK and many other locations.

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