My client tried to offer cash to me…

I went to a client’s place to collect a claim form for Critical Illness. He is a client I took over from in 2006 from a colleague who had left the industry. Since then, I had provided financial advisory service to his wife who had bought some products from a bank during the financial crisis and his children’s hospital claims.

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He handed over an envelope to me when I reach his place. I took the envelope because I thought it was his claims documents. Then he said,” Kim Heng, before I forget, this is for you.” I felt the envelope & know it is a little stack of notes. He said the money is a token to thank me for my service & help offered to him over the years. I rejected his gifts and told him I am just doing my job but he insisted that I take it.

After numerous failed attempts to reject his kind gesture, I guess the only way is to accept it. I think rejecting it is also not giving him “face”. So I decided to take his cash offer and then donate the money to Singapore Cancer Society to return his kind gesture back to those who might need it.

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There are many rejections and down time in our business. It is these appreciation from our clients that keep us going and knowing what we have been doing is right.

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About Kim Heng
Independent Financial Adviser, Group Director kimheng@avallis.com

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