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Season 1 · Episode 88
How Do I Fire A Client? [Episode 88]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
September 7, 202031m 29s
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Show Notes
We often end up with an emotional connection to our clients, which can make it challenging to part ways with them—even if it's for the best. So today Matt and Micah are discussing how and when to "fire" a client. They'll cover everything from the reasons why advisors struggle to give up clients to various techniques for making a clean cut.
You can find show notes and more information by clicking here: https://bit.ly/3kLeqTk