NAPA Net - Polling Places 080715 |
Ever Had to Fire a Client?
Advisors spend so much time and energy acquiring – and keeping – clients, it can be hard to see one leave, must less let one go.
And yet, there are times where, for a variety of reasons, it may be beneficial, even necessary, to fire a client.
And yet, there are times where, for a variety of reasons, it may be beneficial, even necessary, to fire a client.