 Bad clients and their plaintiff attorneys are looking to take advantage of a system skewed in their favor. Adviser beware."Danny Sarch, founder and owner, Leitner Sarch Consultants. |
How to protect yourself from bad clients
Danny Sarch | InvestmentNews, September 2016
Read the article online >
Summary: A street-smart adviser has to rely on his or her gut and a repeatable process for discerning the trouble client from a merely high-maintenance one. Here are some ideas that could keep an ethical adviser away from an arbitration panel because of a bad client.
Be the first to comment on this Article
