Tom should be direct with Deborah, but not in a way that it’s going to upset Deborah or make her unhappy with the firm. Tom still needs to give Deborah one on one time and the information she’s asking for. Is there a way he could limit his time with Deborah of course there is, but there’s a right way to do it.
9.16- The advice I would give Tom is to set some time aside for every couple weeks or once a month for Deborah. Having the time set aside already will make sure that it doesn’t disrupt his own work schedule since he will be fitting Deborah into his schedule when he has the time. During this time is when he can address her concerns or any questions she has about the investments.
9.16- The advice I would give Tom is to set some time aside for every couple weeks or once a month for Deborah. Having the time set aside already will make sure that it doesn’t disrupt his own work schedule since he will be fitting Deborah into his schedule when he has the time. During this time is when he can address her concerns or any questions she has about the investments.