Monthly Archives August 2018

Bad Clients versus Good Clients

When to Fire Bad Clients and How to Better Serve Good Ones Remember that old question, “Would you like to hear the good news, or the bad news?” When it comes to firing bad clients, it’s all good news, because releasing them will free up your time to provide better service to your good clients. The Definition of a Bad Client So what defines a bad client versus a good client? Financial Planning1 recently asked financial advisors just that. It’s definitely not how much money they have. Advisors said they typically get a great deal of joy out of helping
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Categories: Blog Posts.