Sometimes you just don’t know what you don’t know and that was the case early in my career. I learned the hard way that financial power of attorney— commonly referred to as a POA— is an important document and one you need to have. It’s simple and inexpensive to obtain but can have painful repercussions if you need it and don’t have it. Listen to the episode to hear why.

You will want to hear this episode if you are interested in...

• Why I think this document is important [0:21]
• A close call and a good reason to have a POA [2:03]
• What is a financial POA? [3:35]
• My recommendation on who to see to get your financial POA [3:57]
• The sales tip section: appointment debriefing [4:44]
• This week’s FLASHBACK [5:45]

Resources & People Mentioned

• Nine Inch Nails

Connect With Dan Johnson

• https://forwardthinkingwm.com 
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