When The Client Advisor Relationship Doesn't Work

Episode Notes

Like any relationship, sometimes the dynamic between two parties simply doesn't work.  This can be true in an advisor-client relationship as well.

Today, Amy Walls of Thimbleberry Financial explains the unique, mutually responsible relationship she maintains with her clients, and what happens when this dynamic works well - a tandem of strategy and wealth management.  Thimbleberry and clients both have action items after every meeting.

Sometimes, this approach isn't the right fit.  Clients may become unresponsive, or they may decide this isn't the right type of relationship for them.  In these cases, Amy explains how both parties can exit the relationship.


Thimbleberry Financial Website:

Or call: 503-610-6510