Ep. 077 - You Won't Believe What This Client Asked Me To Do

I was deployed to Iraq for over 17 months, so it takes quite a bit to shock me.

 

Well, I had a client interaction that shocked me so much my mouth dropped open.

 

I had been working with this client for about a year helping them plan for retirement when they asked me to do something I felt was a little crazy.

 

Tune in as I share all the details of what this client asked me to do and my reaction.