Archive for the ‘“Difficult” Customers’ Category

Taxes are Due! Customers are Crabby! Words of Wisdom

Monday, April 9th, 2012

Taxes are due, our investments have taken a beating, plus we’re sick of bad news from Europe … what to do?  Why not call our financial planner and complain? In preparing for an upcoming keynote for a group of financial planners, I interviewed a number of very talented people − people who really understand the challenge of [...]