EFTA02576703

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From: Eileen Alexanderson Sent: Saturday, October 26, 2013 7:32 PM To: [email protected]* Subject: Forwarded from my home email Original Message From: Tom & Eileen Imailt Sent: Saturday, October 26, 2013 03:30 PM Eastern Standard Time =0: Eileen Alexanderson Subject: Additional thoughts > Just a follow up to our conversation yesterday - There has certainly been a= issue of timeliness with Alan and maybe a push from Karp changes that. As=l said to you yesterday, maybe Alan's client load needs to be narrowed to =nable him to service Leon Properly. We have questioned whether Alan is "sm=rt" enough and "well equipped" enough in terms of level of his planning ex=erience but, thinking more about what has transpired during the past sever=l months, I would like to suggest maybe we need to think about this a litt=e differently. Maybe the greater issue is difference of style. We knew Alan was a conserva=ive practitioner when we hired him. I believed that would be a complement =o your style but I am feeling like, instead, it has created conflict. Yes,=in a few cases, the 'delay' may have been a function of Alan not having se=n certain things done the way you've suggested (raising the issue of wheth=r he has sophisticated enough planning skills for a client like Leon) but =ore often, I believe, he was conversant but disagreed, and the delay was a=function of time spent by Alan to research further to decide whether he co=ld come around to agree with your plan.