Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

When Your Client Ghosts You... The Frustration is Real

28 Oct 2024 · 1 min

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0:38

A financial advisor describes a client who ignored requests to review statements all year, then demanded a complete re-examination during 1099 season. After eleven months of silence, the advisor plans to give them a choice in November: review now or wait until February, but no more ghosting.

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We have every single month this year asked her for— to review the financials with us, and she's ghosted us. She doesn't even answer. And our experience with her was this last January, right in the middle of 1099 season, she decided she wanted to rip apart the whole last year's financials. Okay. And so I'm going to reach out to her in November and say, we've asked for 11 months now for you to review the financials with us. We can go ahead and do that now, or we can do it in February or March, but we're not gonna— we're not gonna play that game this year, you know, because you've ghosted us all year.