25EDGE-07RV: The Hidden Cost of Difficult Clients — And What to Do About It (Repeat)

When considering what drives disengaged or difficult client behavior, many advisors don’t realize the reasons are often emotional, not financial. Rubach shares practical strategies to reframe conversations using simple scripts and behavioral cues that invite reengagement — and help advisors know when to offboard a client respectfully without burning bridges or feeling guilty.

Elke Rubach