Speaking to a link in the health sector.

He linked me saying he wants to know more about investing and he'd want me to help and guide him.

I gave him a run down of what investing is, excluding all information of possible monetary gains.

That exclusion was deliberate.

I find people zone out the lesson/principle and value of investing when they start to hear dollar figures.

He pressed me for more. I told him that the first step of me sharing and helping more will be AFTER he had opened an account.

Sometimes people just like to talk money as they get excited about the dollars. They'll continue to want to 'talk' just because the money talk sounds good.

But I'm not interested in having money talks just to entice your brain.

Take the first step: Open the account.
Then and only then we can continue talking.

The action of opening the account speaks to how serious you are. So many people have came to me and told me they're serious that up to this day haven't opened the account, but every single time they see me that's what they want to talk about.

So I've had that requirement since. We'll talk dollars and the money after you've opened the account. Makes no sense before if you actually can't act on the dollars and money.

He did open the account the following Monday after we spoke.

First good sign.

So I walked him through setting up a jtrader. For me, newcomers get overwhelmed having to email or called advisors every single time they want to take action.

Further, everything is online now and his job specifically doesn't allow him the time to be back and forth with an advisor just to buy or sell.

He's fine contacting them for reports though.

From our first conversation he had a company that he liked. Just on pure customer service and sector the business was in. He had no knowledge of the numbers yet.

This is also a business I like. I kept that to myself though and asked him to explain further why he'd put money there. His logics seemed practical. And I encourage him to read a few reports for confirmation.

He did. And he said he's going to buy it. Only one issue though. He didn't care at what price.

I said ok that's fair but remember, you buy low sell high. And while you might not care of price, you always want the best deal. Greater upside.

I showed him the queue, the charts, etc. And as at that day got him the best price.

He's now up 20% over a month's period and he literally can't believe it.

He couldn't believe he didn't lift a finger other than to click buy and his money is up 20% in a month.

He's happy, couldn't stop thank me the day I saw him.

I told him the lesson isn't finish. As investing is a fraction of an entire whole which is Financial Literacy.

He's willing to learn the whole package and that made me happy.

Lol one thing though, now his colleagues pressuring me. I requested he pay it forward by always sharing with them what he learns.