Strategies for Turning Difficult Clients Into...

The chief growth officer at Steward Partners says advisors should forge strategic partnerships, implement succession plans, and strive to achieve work/life balance. Host: Greg Bartalos. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collec ...  Show more

Humanity Labs’ founder discusses what happens when AI takes over the machine work and advisors are left to focus on the work only humans can do. Host: Steve Sanduski, CFP. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use o ...  Show more

Are clients bringing you down? Dan and Alison answer your questions with the help of Diane Hessan, the founder and chair of the marketing technology agency C Space. They talk through what to do when you have a difficult client, your coworkers are hampering your ability to serve c ...  Show more

In this episode of "The Free Lawyer," host Gary Miles explores strategies for managing difficult clients in the legal profession, drawing from his 45 years of experience. He categorizes challenging clients into four types: those with unrealistic expectations, excessive communi ...

You care deeply about your customers, clients and even prospective customers and clients. You know you have the solution to some of their biggest problems, but getting them to understand and believe that can be a difficult task at times.

In this episode, Bill Glazer wal ...

Networking calls/coffee chats are tricky. You should not be following the advice found for general recruitment. We insist our clients network with partners so most of the advice we provide is for networking with McKinsey and BCG partners. The reality is that partners are best equ ...  Show more