10 Things Never to Say to Wealthy Clients

Slideshow May 19, 2021 at 11:43 AM
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"That's why you pay me the big bucks." You gasp when you read that, instantly realizing how bad and stupid it sounds. You would never say that to a client or prospect! Here are 10 more expressions advisors should avoid, not only with high-net-worth individuals, but other people, too. Sometimes expressions just slip out, but we all need to think before we speak.