Filed Under:Your Practice, Practice Management

When good clients go bad

A NAILBA 31 speaker shares why documentation has never been more important

Image: Keattikorn /

Image: Keattikorn /

Have you ever had a client who was, for lack of a better word, bad? It’s an easy target to put the bull’s-eye on the advisor’s back anytime anything hits the fan, but what if the advisor did as they were told and it was the client who was the “demon seed.”

During a workshop at NAILBA 31, that very scary, very real scenario was discussed in detail. Rob Erzen, an area vice president with Arthur J. Gallagher & Co., led the session, which was titled, “What you don’t know about your E&O might hurt you!”

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Nichole Morford

Nichole Morford
Managing Editor

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