Feedback for Article
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Category: Introductions
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URL: http://www.advisorheads.com/forum_posts.asp?TID=20028
Printed Date: Mar/26/2026 at 7:23pm
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Topic: Feedback for Article
Posted By: Industry_Scribe
Subject: Feedback for Article
Date Posted: Dec/28/2022 at 3:22pm
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Hello to all, and happy holidays. I am working on an article for a prominent publication. The theme is dealing with problem clients. Specifically, those who want too much or too little contact, those who are regularly panicked or who desire constant portfolio/strategy changes, and those who derail their plan with constant withdrawals. I'm not looking for stories as much as your insight as to how you'd handle any or all of the above scenarios. PM me if you're interested in being interviewed. Thanks in advance!
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Replies:
Posted By: RIArules
Date Posted: Dec/28/2022 at 7:39pm
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Industry Scribe, two members come to mind. Helado and Mission Shooter will probably give you the best, unvarnished advice. ------------- “We are all Antifa” - Hacksaw 9/12/2025 |
Posted By: rhayder
Date Posted: Dec/28/2022 at 11:01pm
| I think you described every client. They are all like that. |
Posted By: spudpotato
Date Posted: Dec/28/2022 at 11:04pm
1. What publication? 2. Do you believe in the Oxford comma? 3. Why would a client who doesn’t need much contact ever a problem? There’s only one way to handle them. High intense exercise.
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Industry_Scribe wrote:Posted By: I Miss Jim
Date Posted: Dec/28/2022 at 11:21pm
| That’s terrific. Well done. |
Posted By: richchick
Date Posted: Dec/28/2022 at 11:28pm
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Posted By: newbieRIA
Date Posted: Dec/28/2022 at 11:32pm
| What’s wrong with the clients that want little contact. As long as your rebalancing them if it right for them, sending them educational material on a consistent basis. And doing a review with them once a year. Those clients are great! |
Posted By: Industry_Scribe
Date Posted: Dec/29/2022 at 2:12pm
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Thanks for the replies! Let me clarify. ... The article is for a publication read by financial advisors. It is intended as a practice-management piece. I want to interview a few advisors and get opinions as to how they would handle (or have handled) certain types of "problem clients." If you're interested in contributing to the article, kindly PM me. In addition to appearing in the article, you may also choose to appear in a short video to provide your opinion. I'll ask you about a few specific scenarios. ... The client who either wants an excessive amount of communication or who is troublingly unavailable to discuss his or her account. The client who is regularly panicked and/or wants constant changes to his or her portfolio. The client who derails his or her plan with regular or excessive withdrawal of funds. Thank you for your consideration!
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Posted By: newbieRIA
Date Posted: Dec/29/2022 at 6:42pm
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Posted By: spudpotato
Date Posted: Dec/29/2022 at 7:44pm
| panick |
Posted By: RIArules
Date Posted: Dec/29/2022 at 7:57pm
Wide Spread ------------- “We are all Antifa” - Hacksaw 9/12/2025 |
Posted By: Nathan Explosion
Date Posted: Dec/29/2022 at 8:08pm
| Hippies |
Posted By: spudpotato
Date Posted: Dec/29/2022 at 8:30pm
Lol Note it up
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Posted By: RIArules
Date Posted: Dec/29/2022 at 8:37pm
🤧 ------------- “We are all Antifa” - Hacksaw 9/12/2025 |
Posted By: rhayder
Date Posted: Dec/29/2022 at 11:16pm
What is the prominent publication?
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Posted By: Spaceman Spiff
Date Posted: Dec/30/2022 at 10:09am
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Posted By: spudpotato
Date Posted: Dec/30/2022 at 3:23pm
Panicked. Have panicked. What choo talking about Willis?
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Posted By: knuk
Date Posted: Dec/30/2022 at 3:42pm
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Panic https://www.youtube.com/watch?v=wMykYSQaG_c&ab_channel=TheSmiths" rel="nofollow - https://www.youtube.com/watch?v=wMykYSQaG_c&ab_channel=TheSmiths ------------- administrator |
Posted By: spudpotato
Date Posted: Dec/30/2022 at 5:47pm
I love the Smiths.
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