Who to work with?

Who to work with?

This question came up during an appointment with my Chiropractor recently. He and I always have interesting short conversations about finance since he is interested in learning and is willing to listen whilst getting a couple good cracks out of my hunchback. Recently, while talking about a specific topic that I am licensed to help with he asked…... should I get a few quotes/prices, or should I just work with you because I like you and you seem like a straight forward guy?

The immediate reaction in my head is: ME ME ME!! But what came out of my mouth was more along the lines of “Get a few quotes, make sure you feel comfortable with the costs of various services. I can promise to do the best job for you that I possibly can, just like every client, but I don’t want you to work with me just on pure relationship.”

Now, we all have a friend, cousin, brother-in-law, or college buddy in almost every industry if you look hard enough. But should you work with them just because they are somewhat close to you? Is it better to work with someone that on a professional level you have confidence in?

Is the personal relationship the most important part? Being able to enjoy working with someone long term, and I mean this from both parties’ perspectives. Is that the most important aspect of a prospective business relationship in the financial services industry?

What do you think about when evaluating who to work with or on the flip side, what client you should take on or pass?