Question for advisors: A client passes away. The account is relatively small, and there’s a good chance the surviving spouse will move the assets elsewhere. From a practice-management standpoint, there may be little economic incentive to spend money on flowers, memorial donations, etc. Do you send flowers, make a donation, send a handwritten card, call the family, or simply handle the paperwork professionally? Where do you draw the line between being a business owner and being a human being?

I’m curious how people think about loyalty now. Companies talk a lot about retention, but employees have learned not to assume stability. Do you still believe in staying long-term at one company?

While travlng for work, I got sick & had to miss a planned excursion. Later, at dinner, I was eating bread because my stomach was still upset. A coworker joked in front of the group that maybe I had drank too much. The comment bothered me because it wasn’t true, & it felt dismissive. This isn’t the first time this person has made teasing comments, but this one felt different because I was clearly not feeling well. How have you handled coworkers whose humor comes at someone else’s expense?

💭 How/when do you disclose that you were let go from your last job in an interview?

Tomorrow is Juneteenth and the markets will be closed. Out of curiosity, how do you feel about the relatively new market holiday? • Strongly support it • Neutral — a day off is a day off • Prefer the markets remain open • Doesn’t impact my business either way For those who have been in the industry a long time, has Juneteenth become just another market holiday, or do you still see mixed opinions among advisors, clients, and firms? Me, I like the day off.