Dealing with challenging clients
Deep-in-debt clients were hoping for a magic solution I didn't have, and didn't appreciate the advice I was able to give them.
What kinds of clients do you want to work with? I’ve enjoyed most of my clients, but some have been challenging.
I used to take clients for one-shot financial planning consultations until my investment management practice grew to where I no longer had time (or the financial need) to see sh
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