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

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THE LESSON LEARNED

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.

Facing a bridal client's meltdown and an unpaid bill, Kelsey navigates the treacherous waters of subjective expectations and professional resilience. Join us as we navigate the world of client relations and find real-world solutions to make the business world a better place.
Certain events and situations can be stressful, and sometimes, people can be pretty unpredictable. As someone at the receiving end of all the stress and drama, it can be challenging to keep a cool composure. Learn how to avoid being in the middle of these disasters in this episode!
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.