As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

A financial advisor will often think about “their book” in terms of the number of clients under their production number. Years ago, the number might have been gigantic, then the industry moved towards ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...

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 ...