By Founder & CEO Scott Savage.
Without question, the hardest part of being an advisor is when a client dies.
Sadly, I have mourned the passing of many clients, including some who had been clients for over three decades. When you plan, dream and work with individuals, their families and organizations for such a long time, experiencing death together is hard, and hard to describe.
The trusting relationships we have been fortunate to build, foster and nurture create emotional bonds that are impossible to describe with words. At times, the weight and gravity of the responsibility I feel has gotten in the way of a good night of sleep.
Often our clients leave behind families and organizations who rely on us to see their legacies through. Even after death, our clients rely on us to do right by those left behind.
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