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Raising Your Consciousness

Mon, 28 May 2007 00:30:58 GMT
I am often asked by advisors "Do I really need to do a profile? I already know my clients". Then some clients (i.e. investors) may say "but I already know myself" or "over time I have seen these behaviors come out".

However, whether you are an advisor or client, this begs the questions ... "How conscious are you of the people you have relationships with? Are you really noticing when there is connection or when expectations are not being met?"

I often ask advisors, "Are you sleep walking through the advisory process?", meaning you may know your process well, you have all the steps and procedures and you have learned to follow your intuition with clients. However, are you really picking up all there is to know about the client?




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posted by Aaron Joslin @ 6:47 AM 1 comments

1 Comments:

At 4:03 AM, Anonymous Anonymous said...

The most-asked question: 'How should debts included in bankrutpcy be showing on my credit reports ?'
The answer:
All debts that were included in your bankruptcy should be reporting with a ZERO balance, show ZERO due, show nothing past due after the date of your bankruptcy filing, and should be noted as "included in bankruptcy' or similar verbage.

 

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