As a former advisor, I know how important it is to have all the details in place.

When I started in this industry as a CFP over 25 years ago I began working with a new couple. The wife asked if I knew why they chose to work with me. Because I had just hosted a two-day workshop, I assumed it was because of the impressive amount of technical information I had shared. So I was surprised when she said: “It was your shoes. I noticed on Tuesday that you had a really nice shine on your shoes, and I thought, ‘I wonder if he always keeps them that nice.’ Then on Thursday, I noticed you had polished them again. I told my husband that anyone who takes such good care of his shoes will take good care of our money.”

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