Letters To RainToday: Andrew Sobel: 15 Pitfalls

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Article The 15 Pitfalls Of Advising Clients (Part One) / (Part Two)

Author Andrew Sobel

My Thoughts
Interesting and useful article. My two-cents' worth: Never appear to be willing to compromise your integrity or the truth you have spoken to the client. If you tell a client not to do something or you can't accomodate him, never back off if you expect to have that personal or firm's respect. One "bending" tends to make the next bending more expected. Sounds tough...but I've learned first hand what works and what doesn't. I'm speaking as a bookkeeper, accountant and tax professional with nearly 30 years' experience in all three fields. What say you? Sincerely, Tom Blair

My Name Thomas Avery Blair

My Title &
Firm Name Proprietor

Article The 15 Pitfalls Of Advising Clients (Part One) / (Part Two)

Author Andrew Sobel

My Thoughts
The points that were listed were right on target. A couple of more would include: 1) Speaking before your client has finished his thought. 2) Presenting snap decisions/recommendations before you have the evidence to validate your position. 3) Trusting your client too much. All clients have an agenda, good advisors need to understand when you are too trusting or close to your client. Looking forward to getting your book.

My Name Chuck Kuoni

My Title &
Firm Name Corporate Revitalization Partners, LLC

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Article	*The* 15 Pitfalls Of Advising Clients (Part One) / (Part Two)
Author	Andrew Sobel
My Thoughts	Interesting and useful article. My two-cents' worth: Never appear to be willing to compromise your integrity or the truth you have spoken to the client. If you tell a client not to do something or you can't accomodate him, never back off if you expect to have that personal or firm's respect. One "bending" tends to make the next bending more expected. Sounds tough...but I've learned first hand what works and what doesn't. I'm speaking as a bookkeeper, accountant and tax professional with nearly 30 years' experience in all three fields. What say you? Sincerely, Tom Blair
My Name	Thomas Avery Blair
My Title & Firm Name	Proprietor