I broke up with their advisor for them
My clients came to me looking for help. They were ready to leave their financial advisor at a major national brokerage. However, because they were not even comfortable reaching out to their advisor in their day-to-day relationship, they felt overwhelmed by the prospect of “breaking up” with them. I offered, “What if I help you through it?”…
By Scott Little
July 18, 2023
We found a solution and they got their dream home
I had a client come to me and ask how they could qualify for a mortgage if they don’t have income? Their current home had become a burden and they needed to start the process of finding their next (more manageable) dream home. They assumed that selling their current home would need to come first,…
By Nate Tomkiewicz
June 14, 2019
Trust me, I do this every day
A client told me he had recently changed jobs and asked if I would roll over his 401(k)—into an existing Roth account. I asked if he knew whether his original 401(k) had been a traditional, or a Roth. Was he sure? He was a little gruff at my complicating something so simple. But I really…
By Zack Marcotte
June 13, 2019
How dreams come true at BMM
Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey. During a portfolio review at their kitchen table, they told me that their son’s dream…
By Peter Coughlin
June 12, 2019
I really do know my customers
Last Thanksgiving, a client emailed me, asking to transfer funds to another account of hers—electronically. But we can’t do that by email. So, I let her know I’d need to call her. We verify some personal information, but she’s in some kind of train or subway station and it’s too loud. She says she’ll call…
By Scott Little
June 11, 2019
