When Americans travel overseas the tendency is to talk s-l-o-w-e-r and LOUDER. It’s actually quite humorous to observe, but the results are futile.
When my wife lived in China she quickly realized that taxi drivers would default to nodding yes to English directions, or poorly spoken Chinese. After one long expensive circle around Beijing, she got help from the hotel Concierge who translated her destinations into Chinese.
This allowed her to navigate throughout China with confidence and peace of mind.
Most wealth planning is locked secretly behind legal jargon and financial lingo that leaves people confused or even worse headed to the wrong destination.
The financial and legal industry training is not training advisors to speak English to clients.
Personally, I am now left with regrets because my father did not have a trusted Concierge who could translate his challenges and opportunities into plain English. Its not too late for you!
Who is your personal Concierge that is putting our biggest opportunities and most dangerous obstacles into plain language you can understand? This allows you to make informed and confident decisions about the legal and financial solutions that will allow you to have greater confidence, peace of mind, and better results.
Do you know what to look for in a Wealth Planning Concierge?
Wealth is more than money. Don’t just plan for your future, live it right now.
Pass it on and share the insights like this that you find valuable.
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“Life is really simple, but we insist on making it complicated.”