You want to continue to serve them in the way they deserve, yet sometimes you feel like the things they are asking you for might be a bit beyond your comfort zone.
It’s only natural to hesitate to tread in areas where you really aren’t trained and you are a bit uncertain that your efforts will lead to progress.
One of the best things such advisors can do is to bring in an independent, objective outside resource like me.
I understand what these client families are up against, and I don’t have any other goal than having the family succeed and making you look good for bringing me in.
I can also work with small groups of advisors on custom training programs to help you deal with a variety of family client situations.