Every professional service is different in terms of the customer and service provider interaction. It tends to be true that the more personal the product or service is, meaning the more tailored it is to the customer, by default, the more involved the customer has to be in the process. Take buying the newest PlayStation as an example. The product is what it is and the same one is universally bought by all. Now consider the opposite end of the spectrum where there’s a specific financial planning process, for a specific specialty, for an even more specific person or family. The dynamics are completely different in those two examples.

That’s what we’ll discuss in today’s episode – what it’s like to be project managers to ER Docs and the workload requirement, on both ends, to successfully implement a financial plan.