Nightmare Clients? Here’s How These Advisors Treat Them
Ben Mattlin of Financial Advisor includes Joe Heider, president of Cirrus Wealth Management, in an article discussing how to handle difficult clients. “The client may be expecting something from you that you’re not prepared to deliver. Talking about misunderstandings can help clear the air. Find out what the cause of the discord is. If necessary, it may be best to suggest to the client that he or she would be better served with another advisor — and that you can assist in that move,” he says.