account management

Hostile Client Meetings

How to Handle Hostile Client Meetings

Hostile Client Meetings

Recently a client asked me to attend a meeting between her, her recent ex-husband and an insurance broker we have been talking to. The reason for the meeting was to explore getting life insurance coverage on the husband, to insure the alimony he was obligated to pay. Her attorney had missed this during the divorce proceedings, so it was going to be on my client to bear the cost.…

Is financial planning a "set it and forget it" process?

Staying in touch with friends, no matter how dear, is talked about more often than it’s tackled. Once convenience and opportunity finally merge, though, the hours enjoyed catching up simply fly by. The feeling can be bittersweet when the time comes to say goodbye. We realize while we may have caught up on the broad strokes of each others’ lives, there was little time for the details – the nuances that cement strong relationships to help them endure time, distance, and circumstance.…