Advisers share stories about their worst clients ever
First-hand lessons in how to deal with some of the worst types of clients, and even how to avoid them altogether.
Every adviser has had one — some have had more than one. Clients so ornery, stubborn or just plain difficult that you wish you had never laid eyes on them.
They can disrupt an advisory practice, absorb an inordinate amount of staff time and cause many a sleepless night for an adviser.
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