March 2018 - MARGIN

I Was At Your Free Steak Dinner; What You Didn’t Say: I Have a Pending Felony…

by Eric Courage | Mar 5, 2018 | Blog, Financial Advisor

<![CDATA[A Confession I was there. I admit it. On a sunny Wednesday night last June, I tagged along with my clients: Violet and Max (not their real names) as their “son” to a free steak dinner. The Scene An upper-to-middle-priced chain steak restaurant;...

I Was At Your Free Steak Dinner; What You Didn’t Say: I Have a Pending Felony…

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