appointment scheduling

Our Schedule Is Your Schedule
photo shows a pen pointing at a calendar with the word "You!" circled

The best clients in the whole world rarely disappoint. We’ve built trust together across decades of conversations, in some cases. Newer faces have gotten to know me and my work, online or through friends and relatives.

But there are certain things that just break my heart to hear from you.

“I know you’re busy…”

“Mark, I’m so sorry to bother you…”

“I don’t want to take your time…”

Ouch. I can feel the pain even as I type those words! Let me set the record straight.

Sure, I’m busy. If there were three of me, we’d all be busy. But I choose to direct my time toward your business: your plans, your goals, and our discussions about all of the above!

One of my staff members once told me it wasn’t possible for me to waste their time, because there’s no way they would allow that! If I were in danger of wasting their time, they would tell me. (We’re all adults here, right?)

Clients, you can trust me to be direct about my schedule and my priorities. And my goodness, you are the reason I’m here. I’ve got a whole team to help me with the details, so I get to spend more of my time doing more of what I love: my day job.

My time is your time is our time. When you’re ready, reach out.

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Play the audio version of this post below:

Our Schedule Is Your Schedule – 228Main.com Presents: The Best of Leibman Financial Services

This text is available at https://www.228Main.com/.

Better Safe Than Sorry

© Can Stock Photo / Subbotina

2020 will certainly go down as a memorable year, between the changes in our every day lives and the economic and market developments. My years as caregiver for a person with an extemely fragile immune system has given me a sense of caution about the coronavirus. (Cathy continues to influence me!)

In the spirit of ‘better safe than sorry’ we are seeking some modifications in our work with you. The median age of our advisory clients is in the area of elevated risk, and many of us have other risk factors as well. Here are the things we can do to limit exposure and illness among us all:

  • Many service matters can be done by phone or email; most forms can be signed electronically. This reduces traffic in 228 Main.
  • Schedule appointments in advance, to minimize the chance to be in a crowded place.
  • One on one consultations can be done by phone at your option; we will soon be able to video conference if you prefer.

Of course I will meet with you in person if you need that. We work with you on vital subjects, and we want you to have what you need. For the present we see no reason to suspend face to face visits.

We are doing what we can in the shop to keep it safe, wiping down public surfaces and shared objects, making hand sanitizer available. Handshakes and hugs need to stay virtual for now, not physical.

The best thing that can possibly happen is for everyone to be laughing at me in a few weeks for the needless over-reaction. I desperately hope for that outcome.

Having some experience with respiratory failure leading to death, I’m just wary of a virus that can produce that in a slight fraction of cases in a period of a couple weeks. Thank you for humoring me on this.

Clients, if you would like to talk about this or anything else, please email us or call.