Published on: 10/09/2018
13 Cringeworthy Statements from Clients
Clients can say the darnedest things. Here are some zingers that had us shaking our heads. One thing that always makes me cringe is when I hear a client say something like, “Do whatever you think is best…I trust you.” That means it is 100% on me and if it goes less than perfectly, it is my fault. I don’t let the client get away with that and I will still go through the options and/or why I think it is the best thing to do, but I want a positive statement like, “Thank you for explaining that and I agree with your recommendation.” — Scott A. Bishop, executive vice president and partner, Avidian Wealth Management
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