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

Massive Misscommunication

Michael Patino shares a cautionary tale about placing an executive who was later fired for lying about their academic credentials. The oversight, caused by a missed red flag during internal review, prompted him to strengthen his firm’s vetting process.
Today, franchise expert Max Emma shares a client horror story about owning a bookkeeping franchise.
A misstep by his partner nearly cost Steven Perry a high-profile client—but his sincere apology and professionalism turned the situation around. What began as a career setback became the catalyst for one of his biggest promotions.