Most Outrageous Client Requests

By financial planning logo
February 4, 2019
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Written by: By Amanda Schiavo | In your career as a planner, you’re bound to meet a character or two. Plus, when you consider the unique bond that develops in an advisor-client relationship, it makes sense you will field some, well, unorthodox requests from clients from time to time.

Scroll through the following list to see advisors' favorite anecdotes on baffling, funny and just plain strange queries.

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