06/05/2026
I can’t tell you how many times people have told me that I won’t have a job in a few years because of AI. But the reality is my clients continue to grow! They don’t want to meet on Zoom. They want to meet in person. And more and more I hear clients share that our attorney client relationship provides them with the personal connection and trust they want in a planner. I firmly believe that we will continue to live in a world where human connection and relationships still take priority, even when advancements and technologies want to tell us they’re not needed.
We work so hard to create spaces and conversations with clients where they feel connected, heard, understood, and, most importantly, they have peace of mind at the end of their planning.