I’ve spent the past two days documenting processes in my office.
What fun!
Not really.  It’s actually been pretty tedious.
But, it’s a critical part of knowing that our clients are taken care of in just the way I want and that I can create the system to show you how we do it.
I was once again reminded […]

I’ve been reading a discussion on the Wealth Counsel listserve about someone who got burned after engaging a client, drafting their whole plan and then not getting paid and not having a fee agreement.
One guy responded by saying, "I rarely ask for a retainer. Occasionally I get burned.  But not that often. I think client’s […]