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2 years ago · by · 0 comments

Avoid Becoming the Victim of Partnership Woes

In the course of my work, many clients share their personal and professional lives with me. I listen to what they have to say, intently and empathetically. Sometimes, I have a solution to share with them – finance-related or not. Other times, I simply offer a listening ear.

One such client approached me with his business woes. He wanted me to assess his personal and business finances, before committing to a change in partnership ownership.

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It's not wise to speak to planners about your business protection needs unless you can trust their experience and understanding.
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