Awkward moments and the ones who got away: My client and me

Warren Shute, Chartered Financial Planner, Lexington Wealth Number of clients: 95 Longest serving client: 17 years Who are the most difficult clients? Some clients take a long time to buy into you - psychologically I mean. But a phone call every couple of weeks is no big deal if you like the person. If they like golf, I might see an article related to cut-price golfing holidays and forward it them. Was there one who got away? One client, who was a good friend, came into an unexpected inheritance and so was able to retire much earlier than expected. He moved to Madeira and we cou...