Monthly Archives: March 2017

5 Mistakes Professionals Should Never Make With Their Clients

5 Mistakes Professionals Should Never Make With Their Clients Mistake #1   Not Letting the Client Tell You Their Story How do you provide your best professional service without understanding the preconceived ideology your client brings to the table?  Paying attention to what the client says, the vocabulary they choose to use, and the very essence…

The 11th Annual Meeting of the Academy of Special Needs Planners in New Orleans, Louisiana.

Attorney Travis Finchum will be speaking at the 11th Annual Meeting of the Academy of Special Needs Planners in New Orleans, Louisiana on March 23rd through March 25th. Mr. Finchum will be speaking on Special Needs Trusts and How to Systematically Review a Client’s Situation to Provide the Best Advice. You do not want to…