Richard Canfield argues that end-of-life professionals like mortgage brokers and cemetery representatives often give narrow advice based only on their own products. He says firms should train and trust partner representatives so families get comprehensive guidance instead.
Chapters
What has always upset me, like if you go to a mortgage broker, they're livelihood, they're going to sell you a mortgage because that's what they do. And they believe that they're doing the right job. You come to me or you come to a cemetery, they're going to tell you, well, you got to get your cemetery. Don't worry about insurance. But they don't understand. The whole spectrum is surrounding yourself with like minded professionals that understand how they can add that piece of that puzzle. For me to help my families utilizing your program, I need to understand it first. For you to comfortably have a relationship with our firm, any of our reps to trust that person is going to go in and deal with your families in the manner you trust and not comment or touch on things they don't understand about.