To illustrate that it's important to understand what it's like to be one of our clients.

Walking in Our Clients’ Shoes

Karen CaccavoLife Lessons, Working with Clients, Working with Seniors

This story took place back in the fall, pre-vaccines, before we could see what we hoped was the “light at the end of the pandemic tunnel.”  Still, I think it’s worth sharing this for the valuable lesson learned. It was our monthly Zoom call.  We were all professionals working in the “senior world” like I do as a financial organizer …