6 chapterSeek to Understand

I am an inveterate seeker of answers. I need to understand and cannot rest with just accepting what I am told. My view is that, if I don’t really grasp what a particular financial product is designed to do, I am not comfortable. Relentless is a pretty good word to describe the way I approach the communication I have with my clients.

—Jettie Edwards, independent consultant and mutual fund board member

NONE OF US WILL ever have all the answers when we face new challenges. Most of the time, we look to have a clear idea of the critical issues, a laser-like focus on the objective, and a sense of the path we want to take.

Long before I became a helicopter pilot, I first read the writings of Antoine de Saint-Exupéry, the ...

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