37 (Easily Fixable) Things That Annoy Affluent Clients

The Most Common Obstacles Preventing Client Referrals

Here are 37 common Financial Advisor practices that successful affluent clients hate… but might never tell you!

Many of these are practices and habits so common that you might never realize they are raising red flags for your clients. Most of the time, the clients won’t even bother to complain.

This recording began as an internal call between Mark McKenna Little (Creator & Founder) and Ian F. Hood (Co-founder & Chief Technology Officer), during which Mark began reeling off common Financial Advisor behaviors and practices that secretly drive clients crazy. After more than 30 years of serious study into the likes and dislikes of affluent clients, he could list them off the top of his head.

The call was so informative that Ian started recording the conversation. By the end of their discussion, they had listed thirty-seven different problem behaviors and practices, all of which are easily fixable by the advisor.

We know you’ll find this eye-opening and well worth your time. Play the audio or download and read the transcript above.

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