A dinner meeting about financial planning

We went to a dinner meeting about financial and estate planning last night. Why don’t people rush right out after hearing such a presentation and do something? The answer is really pretty simple: the presentation did not address their whole lives. It was, as these universally are, Just the facts, Ma’am, and there is someone in the audience who is saying, “Well, that might fit them, but not me because….” There might be all sorts of things from more facts (“I can’t afford it”), to people dynamics (“my wife would never go along”), to it not fitting the family, to it does not fit my philosophy or theology, to we are just in a different place and this pulls us in the wrong direction, does not promote healing for our family. To really help people with our presentations, we need to hear and respond to all these voices.

:- Doug.

Published in: Conversations | on February 24th, 2011 | No Comments »

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