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Toxic Clients That Financial Advisors Should Avoid – Part 2

In my last blog post, I brought up the topic of “toxic” clients in the financial advisor profession, with an overview of some of the toxic personalities that you should consider keeping out of your practice. Today I will continue on, discussing four additional toxic personalities to avoid. As I noted in the article, because […]

Market Volatility and the Emergence of Toxic Clients

By Dr. Jack Singer

Market volatility is unsettling for most financial advisors. Dealing with up and down conditions is tough, but what makes it even worse is the emergence of “toxic clients” who begin calling frantically. These clients are “toxic” because they can have a poisonous effect on both the advisor’s mental and physical health. Advisors who consult with […]