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Client Graduation [Episode 129]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
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Show Notes
The decision to graduate a client can be incredibly hard. You may have worked with them for many years, or you may know them outside of your practice. However, if your client is not fitting your processes and you find yourself consistently making exceptions for them, it may be time to let them go. So, in this episode, Micah and Matthew will be explaining how you can respectfully graduate, upgrade, or transfer a client in order to ensure your needs—and those of your clients—are met.
You can find show notes and more information by clicking here: https://bit.ly/3aEmWje