{ "media_type": "text", "post_content": "I work at a credit union and inherited a small book. Came across people w their money being in their 80s/90s. I'm new, but also dont want to waste time on appts that don't go anywhere.", "post_id": "5bc146c26dab4f00170edecd", "reply_count": 2, "vote_count": 0, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

I work at a credit union and inherited a small book. Came across people w their money being in their 80s/90s. I'm new, but also dont want to waste time on appts that don't go anywhere.

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So what's the question exactly? Just extrapolating, but maybe you need to communicate purpose with clients and your referral partners

Service.... your CU took an upfront sales charge...customer had the expectation of service. Never go wrong doing the right thing plus older clients might need estate planning, help with gifting or tax efficient spending and lastly beneficiaries tend to stay with advisors who were good to their parents

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