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Our People
The very fact that people adopted, within our service offer, the requirement for an obligation-free insurance review is a saving grace to some number of our clients, and their loved ones. I know if I had told my clients, when they were being referred, they could be billed a strategy fee by an adviser to own insurance suggestions created, they would not have proceeded using the meeting. We have experienced innumerable clients through the years described the mortgage brokers, by having a report on their loans, with a lot of customers having saved substantial quantities of interest and cash-flow, and affiliated refinancing of the loans where acceptable.
Yet, when it is true that medical practitioners work within relatively exacting medical and regulatory regimes, the same cannot be said of attorneys or law firms, many of which these days are given to pursuing business plans which might evoke views of huckstering, misselling and "product flogging". Money Direction late a year ago found itself fending off authorized threats when it utilized the word "ambulance-chasers" in the headline of a story referencing attorneys touting their solutions to unhappy fiscal planning clients. In addition they have to be alert to issues such as guidance around estateAnd the predisposition of lawyers to ramp up litigation around wills and estates.
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We Speak Your Language
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