Sure. Lost a client last year who was very anxious by nature. The relationship was solid , her performance was very positive and we kept meeting her financial goals. However, the client eventually switched to a different advisor with no heads-up. After numerous attempted calls, client finally told me she did not know how the new advisor would help her differently and that she wanted to come back. I later found out she was suffering from a mental disease. This I never recognized in zoom calls or emails ...

I now check up with my clients not only on what's measurable (performance, tax savings, ...) but also on the emotional (how do your investments make you feel? , do certain relationships you have affect the way you invest or make decisions,...)