Chapter 14. Does Your Advisor Care Deeply About You?

Several years ago Richard, a retired executive and widower, made an urgent call to his advisor in the middle of the day. He was calling from the hospital, and he told the investment team that he wanted to speak to his advisor immediately. It wasn’t a financial matter, he said, but a deeply personal one. What was so important that it had to be addressed immediately?

It turned out that Richard was in the hospital again because of a reoccurrence of a long-term health condition. He was very sick and deteriorating rapidly. Knowing that he had just a few days to live, he said to his advisor, “This is the last time we are going to speak with each other. I am calling to say good-bye and to thank you ...

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