THAT Client: What Difficult Client Behavior Is Really Telling You

Every advisor has a client whose name on the calendar changes the tone of the day. They may challenge every recommendation, disappear after meetings, turn every market movement into a crisis, consume more time than the relationship can sustain, or seek reassurance without ever feeling ready to move forward.

This course examines five difficult client patterns and the fear, shame, anxiety, loneliness, control, or past financial experiences that may be driving them. Participants will learn to recognize the advisor reactions that can intensify these dynamics and apply practical strategies that replace defensiveness, over-explaining, avoidance, and endless reassurance with curiosity, emotional validation, clearer boundaries, and more productive client conversations.