Client Horror Stories

Today's guest, Ed Hajim—Author, Philanthropist, and Mentor—joins us to share a collection of Client Horror Stories from his remarkable career. Trust us, these are stories you'll want to hear.

During his time as Managing Partner of a mid-sized investment bank, Ed helped grow the firm's revenue from $20 million to over half a billion, eventually selling the company twice—the first time to Xerox. But success didn't come without conflict.

One of the partners accused Ed of "doing everything wrong" and predicted he'd run the company into the ground. Because they felt this, they decided to leave and sell their stock back to the firm. About 12 months later Xerox offered to buy the firm at about triple its private valuation.

When the departed partner learned of the possible transaction he sued. Xerox refused to close the deal until the lawsuit was settled, so the firm paid the ex-partner off just to move forward.

And that's only one of Ed's incredible stories. Tune in to hear more about his rollercoaster experiences in finance—and the lessons he learned about leadership, conflict, and resilience along the way.

Morgan Friedman
Ed's Website
Ed's LinkedIn
Ed's Instagram

Have you ever felt that knot in your stomach before work, knowing you'll have to face a terrifying boss? This Client Horror Story captures that exact feeling.

Cordell Robinson, CEO of Brownstone Consulting FirmWorking, recalls a time he worked on-site with a client whose team lived in fear of one particular person—their compliance manager. Known for being impossibly demanding and hypercritical, this individual made employees feel like even the smallest mistake could cost them their jobs.

Despite the tension, Cordell managed to build a working relationship based on patience and strategy. He learned to pause before responding, carefully organize his thoughts, and communicate with clarity and respect—turning anxiety into professionalism.

If you've ever had to deal with an intimidating boss or client, this episode will show you how calm composure and clear communication can turn fear into confidence.

Morgan Friedman
Cordell's Website
Cordell's LinkedIn
Cordell's Instagram

Today, we're joined by Eric Gee, Author, Life & Writing Coach, who shares a story that's almost too hard to believe.

In his younger years, Eric and a close friend launched an education company focused on teaching and mentoring students. Everything ran smoothly—until one day, his business partner crossed a line. When a female student mentioned having a sore neck, the partner offered her a massage. While he saw it as harmless, given his background in massage therapy, Eric knew immediately that it was deeply inappropriate.

Eric took swift action—apologizing to the student, addressing the situation with his partner, and trying to move forward. But months later, his partner admitted to another troubling incident that caused a student to leave the program altogether. That was the breaking point. Eric knew it was time to reevaluate their partnership and rebuild with stronger boundaries and integrity.

Tune in to learn how Eric turned this painful chapter into a defining lesson about leadership, accountability, and protecting the trust of those you serve.

Morgan Friedman
Eric's Website
Eric's LinkedIn
Eric's Instagram
Eric's Facebook

Today's episode features Brad White, CEO of VARC Solutions, who shares one of his biggest frustrations in business—working with clients who simply refuse to listen.

Brad's company specializes in bookkeeping, and one of their core tools is QuickBooks—a platform trusted by both small and large businesses alike. Over time, QuickBooks has evolved significantly, especially with the rise of cloud technology. However, not all clients understand that QuickBooks Desktop and QuickBooks Online (the cloud version) are completely different systems.

Despite Brad's efforts to explain these differences and the challenges of migrating, some clients stubbornly ignore the warnings and then blame the company for a "failed" migration.

Tune in to hear how Brad handled this recurring dilemma—and the lessons he learned about communication, patience, and guiding clients through technological change.

Morgan Friedman
Brad's Website
Brad's LinkedIn
Brad's Instagram
Brad's Twitter
Brad's Facebook
Brad's Podcast on YouTube

If you're interested in real estate—and the stories that come with it—this Client Horror Story is for you. Spencer Sutton, VP of Marketing at Evernest, takes us back to his early days as a young real estate investor.

At the time, Spencer was flipping houses but dreamed of building long-term wealth through rental properties. The problem? He had no idea how to be a landlord or set boundaries with tenants. Still, he pressed on and purchased his very first rental home—located 45 minutes from where he lived.

For nearly five exhausting weeks, Spencer showed the property to potential renters. Finally, an older woman seemed like the perfect tenant, offering to pay two to three months' rent upfront. Excited and eager, Spencer handed her the keys—skipping the screening process entirely.

That decision came back to haunt him. After the initial months, rent payments became late, then stopped altogether. Communication broke down, the police had to be called, and Spencer was left with a property in shambles.

This episode is a raw look at humble beginnings and the hard lessons that come with them. Tune in to hear how Spencer navigated the setbacks, what he learned the hard way, and how you can apply those lessons to your own real estate journey.

Morgan Friedman

Spencer's Website

Spencer's LinkedIn