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Why Don't You Graduate Clients? [Episode 177]
The Perfect RIA · The Perfect RIA
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Show Notes
When clients aren't the right fit, or when they aren't open to your advice, do keep them on, hoping they'll just listen? Or, do you have a set of dealbreakers and lines that you will not cross and know that at some point, you'll need to graduate certain clients? What do you do when a client graduates you?
Listen in as Matt and Micah discuss why you need to be clear with yourself, and your clients, on your dealbreakers. They'll also discuss once you've determined that a client is no longer a good fit, how to make that transition while always erring on the side of grace. Matt and Micah will also share why you don't have to stay in your lane to deliver massive value.
https://theperfectria.com/podcast/177