Adult Children Challenges

Far more than any advisor is comfortable admitting, we serve senior clients who have challenges with their adult children. Just imagine; the adult children I’m talking about are Baby Boomers with kids of their own!  When one of these senior clients calls with a problem concerning their “children,” I listen. I say, “Let me think about that and get back to you in the next couple of days.” I call back, gather more information, and …

On Being Judgeable

We are professionals in a highly people-centric, story-shaped, often misunderstood business. My experience bears witness to a public that imagines financial advisors are primarily stock traders and CPAs who spend entire careers only crunching numbers. To move beyond these errant images demands a focused commitment to becoming more, not less, judgeable, likable, engaging, and yes compassionate. I continue to benefit from the work of Columbia business professor Heidi Halvorsen, author of No One Understands You …

Expressing Condolences

Some months back, I came across an article in The New York Times by Bruce Feiler titled “The Art of Condolence.” I have written about this topic here before, but he had me re-thinking it, remembering how important it is for advisors to get this right as we reach out to clients going through loss. The article identifies seven bullets to keep in mind when we express condolence.  Of the seven, three bubbled to the …