Tears and Reassurance

I’m exceedingly grateful we provide advice that encompasses uncomfortable things like Estate Planning. Today I received a call from a newly bereaved widow, and her son, their world fell apart when the patriarch unexpectedly died. She had no idea what to do, because he’d always handled ‘the money’. It was a blessing to be able to…

The Importance of Being Relatable

When you’re looking for any professional to work with, I always feel it’s important to have a first meeting with no obligation for either party to engage. For me the first meeting is about being relatable and professional all at the same time. First meetings should be an opportunity for each party to assess whether…

Full Disclosure Is Important!

Today was a first…I almost walked out on an appointment I’d travelled to. After sitting with a prospective client and getting the run around, lots of evasion and smug smiles I packed up my tool box (pen, paper & calculator) and after explaining I didn’t have time for their games I headed to the door…I…