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Some advisors fire them. Others have solid relationships with their outspoken clients. Either way, here are strategies you can use to keep your business focused and on track.
To wealth management consultant Steve Gresham, there is no controversy about culling undesirable clients from your book.
We all need to master the skill of assessing risk, especially the danger of rogue clients. Consider these six types of investors and their potential threats—it may help you avoid situations that will steal your time, destroy your positive focus, and potentially ruin your career.
Study these lessons on how to handle unruly clients.
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