jessica.lamb
Advisely Partner
Advisely PartnerHow much 'say' does your client have?
When running your advice business, you've got these three main things to juggle: People, Process, and Price. You assemble a team (people), figure out your approach (process), and set your rates (pric...
rainier.reyes
Advisely Team
Advisely TeamAwesome question, jessica.lamb
It can be such a balancing act between running a sustainable business and meeting all your clients' needs. Keen to hear what everyone's dealbreakers are and what strategies you all have for dealing with 'difficult' clients!
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Or do they?
You're sitting across from a client, explaining complex financial strategies, and you see their eyes glaze over. Sound familiar?
