Help Me Improve The HNWTAF: 60-Second Feedback & Testimonial
I’ve published 9–10 substantive reports (27–30 topics total) over the past three months. If you’ve found even one useful, I’d value your quick note.
I know how busy we all are, here’s the short version: I’ve now produced 9–10 HNWTAF reports covering ~27–30 topics designed for people exactly like you. I want to make the next few months even better, so I really need your frank feedback on what’s working, what’s not, and what you want next. I intend on all testimonials to be anonymous out of this batch.
What I’m asking:
Hit the “Message Steven Scesa” button right here and shoot me a 1–3 sentence testimonial or a blunt “what to change.” That’s it.
What counts as “a testimonial”?
“The umbrella insurance piece really drove home its importance and negligible costs. I got one for myself and have been mentioning it to my clients.”
“The self-insurance explainer gave me language to reset a client’s flood vs. wind assumptions before renewal—saved an awkward call.”
“The prenup note helped me frame cost/complexity tiers and push the couple to outside counsel early. Hopefully, zero drama later.”
A few recent topics you might have skimmed or used:
The importance and low cost of umbrella insurance policies—most of you know what happened to me and I lucked out—don’t end up in a situation without this kind of basic, low-cost coverage.
Self-insuring HNW risks (wind vs. flood, surge, deductibles, and why not to DIY)
Personal reputation & deepfake crisis coverage (where it really sits in policies)
Philanthropy advisory basics (what specialists actually do)
Late-in-life prenups for Gen X/Boomers (tiers, cost, hand-offs to counsel)
If you’ve read only one or two pieces, that’s perfectly fine—tell me which one moved the needle and how. If you tried to read but bounced, that’s gold too—tell me why (length, formatting, examples, etc.). I’ll use this to tighten the next runs.
Attribution & anonymity
Everything will be anonymous for this batch of responses.
I hope to do some sort of “named” testimonials in 2026.
What happens next?
I’ll adapt and update my process and we can see what happens.
Effortless response:
Reply to this message with 1–3 sentences. That’s it.
Want to meet for coffee and talk about it all? You know I will do that, so just let me know and we will get it set up ASAP.
Thanks in advance—concise and candid is perfect.
Steven


