Wisdom Round-Up: Virtual Listening Skills, Mistakes That Erode Trust, and Upgrading Review Meetings

Here is a list of the seven actions clients reported disliking (in order from most to least disliked):

1) Did not provide a breakdown of fees

2) Took more than a week for tasks

3) Used financial jargon

4) Recommended investments without considering values

5) Suggested investment options without going into detail

6) Asked me to complete long forms

7) Did n... See more