This time we hear from Chad Hamilton, vice president of practice management at Denver, Colo.-based Mariner Wealth Advisors. He recalls how a meeting with a prospective client helped him realize a plan that didn’t include a client’s small business was of little to no use to anyone.
About seven years ago I had the opportunity to meet with the CEO and owner of a closely-held industrial construction firm to discuss working together. When we sat down in his office I asked if he had ever had a financial plan created for him. He told me that around 10 years ago another advisor had put together a plan for him, but I could tell from his tone of voice that it hadn’t worked out. When I asked if the plan had been helpful he explained he hadn’t done much with it; it just sat on a shelf gathering dust.
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