He spent the rest of his college career working part time in restaurants and nightclubs and decided it wasn’t a good fit. Biggest Challenge: “This past year has been challenging for everybody, from a health perspective to a financial perspective,” Kleiman says. Lessons Learned: Communication is key and that means picking up the phone on bad days, according to Kleiman. That ethos of “sticking to the plan” has served Kleiman well in steering clients through the last two major crises. Coming out of Covid-19, he is also having more conversations with clients around generational wealth transfers and philanthropy.

Source: Forbes May 26, 2021 21:45 UTC