Most of us probably would not hesitate to attend the funeral of a business associate or client. However, our next guest says that with today’s diverse working environment involving race, religion, ethnicity, and even age, she herself has seen that hesitancy. And that’s why she says it’s not a bad idea for a company to have a procedure in place when a client/customer/business associate passes away.
Mike Switzer interviews Catherine Latto, a certified financial planner in Charleston, SC.
