Have You Crossed the Line?

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Yes – it’s entirely possible you’ve crossed the line and had no idea you did so. In fact, you may be crossing it every day and be totally unaware. Further, except that I’m going to illustrate some line crossing, you might never realize it until you are sued, or arrested, or a client loses out on something important, or you lose your license for crossing the line, regardless of the fact that you had no idea that’s what you were doing.

What line? you might ask…

Actually, there are several – and you may be crossing more than one.

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Saying No and Refusing to Serve: How to Draw That Line

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If we have learned anything about ourselves in the past 10 days, it’s that there are some people in this world we will never be able to understand or condone. Between the skirmishes in Charlottesville, VA, and the killings in Barcelona and elsewhere; I am reminded that I will NEVER understand hate. I will NEVER condone racism, or neo-nazi-ism, or jihad, or white supremacy – or killing. Period.

As I watched it all unfold through the news, I asked myself, What would I do if one of those people whose attitudes and opinions I find so repugnant asked me to be their advocate?

The answer came easily. I would say no. 

I’m guessing that most of you would want to say NO, too – but would not know how to do so. So I am providing you here with justification and tactics to effectively, legally, and ethically draw a line between who we will, and who we won’t, provide advocacy services to.

Who we WILL work with – is fairly easy.  We’ll serve almost anyone who needs our skill set, in a geography we can serve, who is willing to sign our contract, who can afford to pay us to do that work.

Who we WON’T or DON’T WANT to work with – is more complex, in particular because of our Code of Ethics and Professional Standards, and possibly because of the law.

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Do You Pass the Trust Muster? Says Who? Announcing Background Checks for Health Advocates

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We were all there at one time; that point in early adulthood when we realized we needed someone to guide us as we saved money for our futures and retirement. We didn’t understand much (if anything at all) about investing, or 401Ks or IRAs or REITs or annuities. We were confused. We thought we would miss something important.

We needed an expert – an investment advisor!  Someone who truly understood all this investing and saving stuff, terminology, possibilities, to help make it happen…. Someone who could hold our hands over time as needed….

Someone we could trust with our money. Someone we would trust to hold our futures in their hands.

A VERY tall order!

So how did we find that right person?  We asked friends and others we trusted if they could recommend someone. We might have interviewed a few advisors. These days, many people go to the Internet to try to figure it out. But most of us didn’t have that tool when we started saving, so we relied on recommendations, and sometimes on credentials they had earned, or bonds they held.

For most of us it probably worked out just fine. If the first one or two didn’t work out as we liked, we had the liberty of making a change. Many variables including our working track records, our ability to set money aside, and the knowledge and abilities of that person we eventually trusted to recommend investments have affected our savings as time has gone on. For most of us, it remains to be seen whether we made the right choices for the long haul.

But clearly – our entire financial futures have been predicated on our abilities to find the right person to TRUST with our money.

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You Can’t Do Life, or Business, Without Plan B

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You know Plan B. Plan B is your go-to option when what you thought would work, didn’t.

It’s the answer to the question, “What will you do when life gets in the way?”

I was reminded of Plan B last week when, after days of internet problems due to some new construction in the area, the internet was finally stable, and I had taken a very relieved deep breath and settled into a nice big project online….

…When BAM! Down went the internet again! Only this time the outage was caused by some workers next door digging up the edge of the neighbor’s garden, and slicing our underground internet wiring in two. Poof! And it wasn’t like they could fix it! Of course not! (Not to mention how rude they were about the whole thing – another story for another day…. )

You can imagine what came next. Since the outage was caused by a crew that was digging, who had not gotten permission to dig (which I’ve since learned is against the law!), there was absolutely no hurry on the part of our internet service provider to fix it. It wasn’t their fault, and we were only one customer. They had other bigger outages affecting many more customers to attend to. When I phoned, they said they would put us on the schedule for next Wednesday…. WHAT? OMG!

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An Anniversary, Meltdowns, Blessings, and Fuel for Advocates

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Please indulge me today. I’m going to share a very personal experience I rarely think about anymore, in hopes it will propel some good advocacy.

Sometimes months go by when I barely give it any thought. Other times, like lately, it seems like everywhere I turn, I just can’t escape it. So here you go:

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