More Than Money
Issue #25

Working with Financial Professionals

Table of Contents

“Nightmare Client, Dream Client”

NIGHTMARE CLIENT

  • Is overly trusting or overly suspicious.
  • Is vague and indecisive.
  • Won't admit what she doesn't know and never asks questions.
  • Frequently misplaces her financial records.
  • Doesn't say what's really on her mind.
  • Withdraws her account without first airing her complaints.

DREAM CLIENT

  • Thinks about her personal and financial goals; knows her assets and expenses.
  • Reviews her statements regularly.
  • Immediately reports any changes affecting her financial situation.
  • Makes clear agreements and holds to them.
  • Comes to meetings with a list of questions and concerns.
  • Respects her advisor's time and expresses her appreciation.


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