Dealing with difficult clients is an inevitable part of doing business. While it may be tempting to simply ignore them or acquiesce to their demands, this type of approach can lead to more problems ...

Clients come in all types. Some come to you looking for portfolio management, others emphasize retirement planning, and many seek both. Still others simply want someone to hold their hand while they ...

In February, Chris Mastro, 46, an advisor with Impact Fiduciary in Pasadena, Calif., faced a perplexing situation managing investments for a married couple. At their first meeting, the retired pair ...

Have you ever come across a consumer that you just can't connect with because they're upset? Customer service is essential to have a successful business that can grow, but there are times when empathy ...

If you’re a helping professional, chances are you’ve had difficult clients. Here are composite examples of difficult clients I’ve had and what has worked best in working with them. And if you are a ...

No matter your industry, working with clients is a cornerstone of professional life, and sometimes, those relationships can be challenging. Whether it’s a clash of communication styles, misaligned ...

One of the most difficult parts of being a financial advisor is landing new clients, so it’s understandable that many advisors sink significant time into marketing and lead generation. However, ...