Oct 1, 2022
So much of our efforts as financial advisors are focused around getting new clients. From marketing to selling, you have to be able to attract clients to have a business so it is an integral part of what we do.
Sometimes, though, we make it so important that we’re willing to put up with a difficult relationship just to maintain a client. At some point, we have to make some tough decisions like when is it no longer worth it? No one wants to lose money, but there comes a point where the revenue you’re receiving pales in comparison to the grief you’re having to put up with.
Today we’ll explain the situations where we determine it’s best to end a relationship with a client and why you should be considering doing the same.
Here’s some of what you’ll learn on this episode:
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