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 was feeling frustrated and leaving them to sort out their own mess.
With my hand on the door the teary woman pleaded with me to stay. She was now willing to tell me everything I needed to know, there’d be no more games.
I wasn’t trying to be difficult or to probe unnecessarily, however from a professional perspective it’s impossible to help unless we fully understand your situation.
Today’s tip
If you’re thinking about employing an adviser, please be aware we have an obligation to understand your situation so you need to be comfortable enough to fully disclose your circumstances.
It’s not because we’re nosey, it’s the only way for us to do our best to improve your outcomes!
Talk soon
Gayle
