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What tactics does a financial planner apply to deal with a difficult client

User Thetacom
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There are many different solutions to dealing with a difficult client. For example, you can release them which means you transfer them to another firm so you won't have to deal with them. If you want to keep the client, you can change the way in which you bill them. Another option is to be direct and polite at the same time. Lastly, use a team approach so other people in that firm get to work with that same client.

User Clint Warner
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