I don’t usually go into a great deal of detail when I gain a new client because I need to be careful about disclosing specific facts which may compromise client confidentiality. With this in mind, I’d like to share an experience I had this week. I met with a new couple who have decided to engage me as their advisor. I am excited about this opportunity as they are very pleasant people who I’m sure I’ll enjoy working with. However, their last two advisor experiences have not been so good. The first advisor was unethical and the second was neglectful because he was too busy. The funny thing is, if this second advisor had known about their wealth, more than just the account he was managing, he may have found the time. In any event, they’re working with me now.
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