By Robert Shemin
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Extra resources for AARP the Seven S.E.C.R.E.T.S. of the Money Masters
I’ll just be a minute,” she said. “Don’t worry about it. ” After a brief conversation, Melissa ended the call and turned back to Blackman. “I’m sorry, but I need to go. One of our big clients had signed off on a new logo I created and now they want to make changes and . . ” “Oh, I understand completely. Our clients have to come first, don’t they? ” He walked her to the elevator and gave her another warm handshake. “Charming guy,” Melissa thought as the elevator doors closed. That evening, Melissa met Michael and his parents for dinner at a downtown restaurant.
Remember that at the end of the day, after you’ve done your research and questioned a potential financial advisor about his or her credentials and experience, it’s always best to trust your instincts. Most of us have a little voice that tells us if we’re uncomfortable with someone, even if we can’t quite put our finger on why. There is no shortage of people who want to help you manage your money. If everything looks good on paper, but something simply doesn’t feel right, find someone else. You will sleep better at night knowing you are working with someone in whom you have confidence.
Give this guy a call. Tell him I sent you. ” “Okay, I’ll call and make an appointment. ” “No problem. ” “Sounds like a plan,” Melissa said as she turned and walked back to her office. Two days later, Melissa entered the plush offices of Morrow and Daniels Wealth Management LLC. The company occupied two floors of a high-rise office building in the heart of Chicago’s financial district, and everything about the large reception area spelled success. The furniture was mahogany, the chairs and couches were upholstered in deep shades of burgundy and hunter green, and there were large arrangements of fresh flowers on several of the tables.
AARP the Seven S.E.C.R.E.T.S. of the Money Masters by Robert Shemin