“When you meet resistance, you are moving too fast.” This is a truism that I hold to when it comes to relationships, especially in my capacity as a financial advisor. The illusion is that people come to financial planners for financial advice. Planners often assume...
If you lose your job, what emotional and professional support should you expect from your financial planner? Ideally, the planner’s first response would be, “Tell me more about what you’re experiencing. How can I best support you in this moment?” Since every client’s...
Watch this video on YouTube As a young girl my daughter once told me, “Dad, your reality is not my reality.” While at the time I thought it was a cute quip, many years later I am still learning the depth of truth it contains. One recent reminder is a study...
