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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