Fact is, most of my clients, I never meet face to face.   Odd isn’t it?  I’m caring for one of their largest financial transactions and it’s all handled via email or phone calls.  I could be standing in line at the grocery store next to someone who I don’t know (or recognize) yet I’ve seen all their financial information…credit scores, bank accounts, retirement portfolio, collections, etc.  if I facilitated their mortgage. [Read more…]