When Did You Last Lose a Client – and Why?

A tremendous amount of time and attention is focused on attracting and keeping clients - but this week let’s talk about losing them.

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1. When did you last lose a client?

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2. Why did you lose the client (choose the primary reason, if more than one)?

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3. Were you surprised at that decision?

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4. Think about the last potential client loss that you "saved" - what was the primary thing did you have to do to retain their business?

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5. Have you ever “helped” a client leave?

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6. Do you regularly review your client roster for vulnerabilities?

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7. Considering the last client you obtained from another advisor, was it because of

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8. Any other comments about losing (or gaining) clients, and the things that go into those decisions?

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9. Suggestions for future survey questions?

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