Noel Maye
Noel Maye
growing practices profession seeing
One of the things we're seeing in the profession now is that a lot of practices are growing from one-person firms.
future people planning spend time trust vacation
It is unbelievable. People will spend more time planning their vacation than researching the person they are going to trust their future with.
discomfort flag level meeting obvious planner red
The most obvious red flag is that thing called intuition. If there is a level of discomfort on part of the person meeting with the planner they should not get involved.