Misunderstandings, mistakes, plain old disagreements.
We're all human, and therefore susceptible to falling-outs. It's also very human to not want to admit that, sometimes doubly so in a business setting. It was refreshing, then, to hear from advisers who outlined how they have gone about fixing relationships with clients after a breakdown of trust. From handling challenging conversations around cryptocurrency investments to taking an "open approach" to inherited clients who may be feeling disgruntled about how they have been treated in the past, advisers this week shared how they have overcome barriers to win back clients' favour. A...
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