A few years ago, Binney Wietlisbach was sitting in a meeting when her assistant knocked on the door and delivered an urgent message. A long-time client had called and said they needed to speak with her about a family emergency.
The president of The Haverford Trust Company stepped out of the meeting and answered the phone. The couple was having a disagreement over whether they should sell their house. Wietlisbach talked them through the financial plan they had been working toward for the past 10…
