A Trap for the Unwary

Photo by Brett Jordan on Unsplash

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The temptation to offer solutions for those facing a problem is overwhelming. Therein lies the trap for unwary advisors.

Several years ago, a friend met with me. He wanted to talk about his health and his business.

He has a chronic medical issue, which is exacerbated by stress. He runs a thriving manufacturing business. He has a first-class management team reporting to him.

His problem was the stress level triggered by work was aggravating his medical condition.

I asked him what an ideal resolution of his issue would look like.

He told me it would be a situation where he could run his business with little or no stress.