Client Management For Nice People: Jaw-dropping client experiences (and how they changed us.)



We believe every story our guests have shared has their own touch, and their own lessons to learn from. However, it seems that there are a couple of lessons that keep coming up, and that’s why they deserve their own separate page for you to take notes on.

In a candid conversation between Morgan Friedman and Anika Jackson, both explore the nuanced complexities of maintaining integrity in professional settings. From identifying red flags in client relationships to fostering a culture of openness about mistakes, they dig deep into why authenticity and kindness are vital for success. By prioritizing these values, you not only cultivate a stronger team but also magnetize the right type of business. Discover how empowering your team with these core values can elevate your business to new heights.
Landing on a client with multiple projects sounds like a great deal. But, some would say that having such a client is like a pool of red flags hidden underneath the client’s passion for their work. Our guest, Anika Jackson, shares her experience working with this type of client and the many lessons she learned from it, including a spicy twist.
In this article, we will talk about Robert’s client horror story and delve deeper into the world of accounting and his awkward encounter with a client and his wife. I can feel your brain turning and feeling like it’s getting interesting. Indeed it is!
Early retirement is probably top 2 on everyone's wishlist. I mean, no one wants to work their whole life, right? But what if your partner isn't cooperating with that? In this episode, Robert Persichitte of Delagify Financial shares the struggles of adulting, especially when working with different people, while also dealing with personal dilemmas like early retirement.
A few years ago, Mark was called in by Evil Corp (obviously, this is a code name) to help fix a company problem. Evil Corp, as big a company as they were, had a unique idea to provide their customers with videos, which customers can show in their blogs, and allow the company to earn revenue through pre-rolled ads. What’s funny, though, is that every transaction was made through a call, with videos sent through email.
When problems arise, it’s important to identify the root cause to effectively come up with a solution. But what if the head of the project likes to add more problems to the mix and then asks why things are going wrong? Mark Herschberg, our sharer for this episode, had this experience, and he shared lots of helpful advice about management, communication, and problem-solving.