An Example Of Full Client Disclosure; Simon I Hate Your Stinking Guts!

Laura and I were away in Todos Santos for a birthday break from March 30th – April 6th and here is an e-mail that we received from one our clients.

Simon,

Did you ever see the movie The Little Rascals? One of the characters needs to prove he’s a man’s man and writes a fake letter to his girlfriend, Darla, that starts out as Dear Darla, I hate your stinking guts.

So why am I telling you? Every time I see you and Laura taking off somewhere, I go into a jealous rage. 🙂 . I can ‘logic’ my way out of it. Simon and Laura don’t have kids at home. Simon gets a lot of miles because he travels for a living. Simon has to put up with a LOT of whiny clients and needs the breaks. I have different blessings than Simon. The bottom line is emotionally I get tweaked!

I will go back to the book and work through it.

Have fun in whatever exotic destination you are in and I look forward to seeing you in June at the NAIFA California State Conference.

Chal Daniels
Financial Advisor
Harvest Financial