Episode 67: Tough Clients: Responsible for Making Us Better Advisors

Over the years, our toughest clients have greatly impacted how we do business. Sharing their expertise or honest feedback with us has enabled us to grow consistently, stay relevant, and stay at the top of our game. From pushing to find lower-cost management solutions and learning the ins and outs of creating trusts, these demanding individuals have made us who we are today.

We explore this and more today on Think Smart!