While nobody is perfect at client curation, nothing can improve the efficiency of your business, the quality of your service, and the wealth of your business more than figuring out how to “spot” the problem clients from the great clients.

And you know what?

It’s easier to spot red flags than you might think especially when you know what to look for.

Since I’ve had tens of thousands of conversations with financial advisors, I’ve picked up on a few of the most dangerous (and common) red flags that someone will be a terrible client.

Best part?

Avoiding these red flags (without even knowing what a green flag looks like) will put your business on track to have its best year in 2025.

Listen now.

Show highlights include:

The insidious way bad clients make you worse at serving your best clients (2:51)
If your prospect utters this sentence, run away as fast as you can (3:50)
How intentionally downplaying the results you can help your clients achieve naturally attracts higher-quality clients (5:38)
The “Positioning” secret behind my marketing philosophy that explains why my approach works better for advisors than any other strategy (12:34)
3 seemingly minor things that clients do that steal your time, wealth, and freedom (14:43)
The single most dangerous “cocktail of red flags” mindset your clients can have (22:40)

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10 Red Flags That Someone Will Be A Terrible Client

Financial Advisor Marketing Podcast