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7 Minute Wisdom Podcast #3: The Condescending Counsel

May 18, 2016 Mark Westcott
What happens when an existing adviser with an ego or lack of diligence blocks attempts to assist a client in achieving their desired succession planning goals? 99 times out of 100 the client ends up achieving nothing.

Sadly, in situations where advisers, accountants, solicitors, or other facilitators are required to work together, it can be an all too common issue that someone's ego stands in the way of a great outcome for the client.

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← Therese Reined It In7 Minute Wisdom Podcast #2: Family Consensus Meeting →
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