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Strategies for Turning Difficult Clients Into Favorites

Barron's Advisor

00:00

Are You Listening for the Way Someone Shares Something?

Wright: A good strategy than is, until an adviser really has a better handle on this person's am constitution, that they should just strike a more neutral tone. You don't want to jump to the incorrect conclusion or get defensive or emotionally engaged needlessly. We give ourselves away all the time, our communication style, what we care about, how we think about things. But the problem is, oftentimes advisers aren't listening for it.

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