Clients from Hell: Lessons for Planners

Opiela, Nancy
September 2005
Journal of Financial Planning;Sep2005, Vol. 18 Issue 9, p50
Academic Journal
This article provides ideas on ways in which financial planners can deal with problem and difficult clients. More often than not, difficult clients can undermine the very foundation that requires financial planners to do a good job for their clients. Planners agree that the first key to converting a problem client may be understanding why they are being difficult in the first place. It is important to listen and discover the vulnerability of problem clients. Communication plays a very important role in transforming problems to pleasures.


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