Advisor Survey Results: The Most Challenging Client Type

Over the past few months, we asked advisors which type of client is the most challenging to work with, and the results are probably not too surprising: nearly one-third of advisors shared that the most challenging type of client is one who wants to beat the market. A little more than one-fourth of advisors shared that the most challenging client is one who cannot stick to a plan, followed by a little less than one-fourth[…]