EFTA02576737

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From: J <[email protected]> Sent: Saturday, October 26, 2013 9:17 PM To: Eileen Alexanderson Subject: Re: Forwarded from my home email 8 or 9 drafts of a grat reflects issues . I will spend time with both Ada a=d Alan week of 6 Sent from my iPad > On Oct 26, 2013, at 3:32 PM, Eileen Alexanderson wrote: > Original Message > From: Tom & Eileen [mailt > Sent: Saturday, October 26, : astern Standard Time > To: 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 ena=le him to service Leon Properly. We have questioned whether Alan is "smart"=enough and "well equipped" enough in terms of level of his planning experierce but, thinking more about what has transpired during the past several mon=hs, I would like to suggest maybe we need to think about this a little diff=rently. > Maybe the greater issue is difference of style. We knew Alan was a conserv=tive practitioner when we hired him. I believed that would be a complement t= your style but I am feeling like, instead, it has created conflict. Yes, i= a few cases, the 'delay' may have been a function of Alan not having seen c=rtain things done the way you've suggested (raising the issue of whether he=has sophisticated enough planning skills for a client like Leon) but more o=ten,