The deacon at our church keeps telling me that fiduciary work is a wonderful ministry. There may be something to that.
I stumbled upon a training opportunity over a year ago that examined some of the challenges of life for elderly and disabled folks who happen to be found under the umbrella of LGBT.
When presented with the possibility of a new client, a fiduciary should/must ask of themselves, can I effectively advocate for this person?
I walked away from that training thinking, not yet.
Fortunately, there have been more opportunities to learn and I have made the commitment that I can approach a LGBT Client opportunity focusing on the person, not the person's sexual orientation. I am hoping to become one very small part of a core of committed professionals in Sonoma County that can work together to serve these folks with tremendous professionalism.
Recently, I was offered the opportunity to jump into a conservatorship for a gay client whose geography and finances suggest that a poor business decision was made.
Leap of faith? I jump tomorrow!
In my gropings to fine tune my business, it was suggested by wiser folks that I identify my ideal client.
Nice exercise. Goes back to the question of why would anybody think that I am worthy to dive into their personal affairs?
I concluded that perhaps some claim of special knowledge of ranch and winery operations might be a start and quickly declared that my ideal clients have vineyard or orchard operations. Maybe even a small business related to those industries. Fabulous.
But the world has it's own way of getting the job done. Whilst flogging about developing a master networking campaign aimed at the gatekeepers of those potential clients, something happened.
For over a year, one of my sad little brochures sat on the corner of an attorney's desk. He was trying to figure out how to find someone to help one of his clients and BOOOOM!!!!
There is this wonderful family in one of the rural coastal zones of the region with timber, cattle, vineyard and orchard. And I get to help!
I'll get after those gatekeepers and key masters real soon, right after I figure out how to read those darned log grading reports.
Don the Trustee
When my mother passed very suddenly some 16 years ago, I worked as a trustee for the first time. Her trust contained walnut orchards, peach orchards and a small vineyard. One of the properties was within the sphere of influence of the adjacent city and I dove in with the neighbors and started working on annexation. Loved this work back then and still find it very satisfying today.