“Please, call me Rami. We’ll have a meeting, not an appointment. We’ll sit down for coffee, or maybe a light lunch. You can tell me about your grandson and how he plays softball and I’ll tell you about my wife and how I forgot our anniversary. You’ll give me some incredible advice so I look like a hero to my wife and protect my marriage and I’ll give you advice about wealth management, legacy planning and nest egg protection. What I do here is more than build sound foundations for retirement. I build relationships.”