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

Episode transcriptions

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.
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.
When getting into an agreement, it’s important that everyone approves of the terms and that there is an element of mutual communication surrounding the agreement. But, in Jeremy Streten’s story, instead of communicating, his client and business partners just assumed they were on the same page.