My Home Was Raided By the Police...

Send us Fan MailIn the winter of 2010, I received some alarming calls that my parents' home was being raided by the police. Consequently, I received this news the day I returned from my paternal grandmother's funeral. I had rented the home to older college students (late 20s with their parents' co-signing on the lease). This was a tough situation and long drawn-out. Although this situation was heart wrenching, it reinforced me to have the right team around me. The team for me at that moment in time was:  defense attorney, real estate attorney and deputy sheriff. I use my experience to then educate clients to have the right team around them. In my experience, the right client team is comprised of:  financial planner, insurance advisor, estate planning attorney, banker and accountant. I serve as my client's first point of contact and usually introduce my clients to their right team. I also find client team members who may be unique to their situation, such as the one I described above. I also keep in close contact with my client's team, and in some regards hold them accountable. I also use my experience to educate advisors in the value of having the right team in place for themselves and their clients. I recently had an advisor reach out to me requesting a defense attorney for a client. My job is not to be judgmental, but to serve my clients honestly, fairly and with my fiduciary hat.Thanks for listening.If you are a client and need assistance --- LIfeaftergrieffp.comIf you are an advisor and assistance with your clients --- Lifeaftergriefconsulting.com      Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening!  Follow us on twitter or follow us on Facebook.  You can also find us on LinkedIn.