Working Effectively With Overly Controlling Clients

Working Effectively With Overly Controlling Clients

View these individuals through a different lens

Working with successful people in general, and family business owners in particular, exposes advisors to highly controlling clients. It comes with the territory. High achievement often corresponds to the ability to exert authority and influence others. It can be extremely challenging to effectively work with a client with this personality type.

The demands associated with this type of client are often aggravated by some basic misconceptions about what creates and maintains such an a

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