InKnowVision Blog

Intelligent Decisions

June 20th, 2008

That’s what we do. We help you help your clients make intelligent decisions. Should they do an FLP sale to a GDOT? Don’t know. Let’s analyze it. See how the numbers look. Test it. Decide which assets to use. Then we’ll have a better idea. They’ll have CONTEXT. They’ll be able to compare it with the way things are now. Get comfortable. Or not.

Should my client take $2 million of his liquidity and buy an annuity? I don’t know. Didn’t he just spend $2 million on another illiquid asset? Shouldn’t we check his cash flows, maybe look at it both ways? Why the hurry? Why the ready, fire, aim? Slow down. Let’s look at the numbers. See if it makes sense. Help him make the best choice for him.

Hurrying a client to make a sale can be fatal to the planning process. Patience is more of a virtue in this profession than you might realize. Helping clients make intelligent decisions is really the best thing we can do. It gives them time to get comfortable. To think about their own future and their own possibilities; to act wisely, not rashly. To not regret later.

Entry Filed under: Client, Customer Service