Dealing With Difficult Clients: The Five Secrets Model

Many advisors have satisfied clients that make their lives enjoyable and fulfilling. Unfortunately, in every client base, there are also difficult clients who can turn a good day sour quickly! Sometimes it takes a new view to look at an existing relationship in order to manage it differently. This product was put together after many years of coaching advisors on dealing with TDO’s (The Difficult Ones). It is a hands-on process that can be used by anyone with background information and step-by-step instructions on how to turn your TDO’s into happy(er) clients!

This workbook provides a step-by-step guide — complete with a video introduction and 14 pages of interactive worksheets — that will help you diagnose the issues that make difficult relationships difficult and develop a plan to improve your day-to-day client interactions.

This resource is available for immediate download in PDF format.  We hope you find this resource helpful in building your financial advisory business.