This financial adviser’s client shoved him against a wall when he brought up his gambling

 In Interview Coverage

Joe Heider, president of Cirrus Wealth Management, is featured in a MarketWatch.com article by reporter Morey Stettner detailing a challenge he faced with a difficult client. Heider noticed unusually large withdrawals from his clients account. In an attempt to save his client from bankruptcy, he confronted the client, which led the client to become physical. “The takeaway is to become more assertive earlier when I see signs of trouble,” Heider says.

Recent Posts

Leave a Comment

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt