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In a recent video, the speaker discusses potential red flags to watch for when onboarding new clients, emphasizing the importance of paying attention to early warning signs. They share personal experiences, highlighting instances where clients failed to follow simple instructions, such as sending prior tax returns. This suggests a lack of attention to detail, which could indicate future problems with more complex tasks. Additionally, the speaker comments on distractions during meetings, such as clients being in grocery stores, hinting at their unprofessionalism. The video aims to help viewers identify 18 specific red flags to avoid in client relationships to prevent future issues.
