Galliard Family Business Advisor Institute
“A consultant will just borrow your watch and then charge you to tell the time!” … “Attorneys and insurance salesmen are all alike – they confuse you and cost you!”
You may have heard these complaints and more.
…Do you work with a trusted estate or tax attorney? Have you found a CPA who speaks your language? Does your insurance agent really give you ‘peace of mind’? Many small business owners have voiced some frustration in finding and working with professional advisors. Trust is not always high and there is often a disconnect in the language spoken by advisors – whether it is the use of ‘legalese’ or financial jargon that can be confusing at best.
…
