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When Did You Last Lose a Client — and Why?

A tremendous amount of time and attention is focused on attracting and keeping clients — but this week let’s talk about losing them.

Even the best advisors lose clients, of course — and for a variety of reasons. This week, we’re looking for insights on the factors that go into those decisions, the warning signs of a troubled relationship, and how to best help a client you’d like to lose find the door.

Remember, the results are confidential and anonymous!

Reply to this week’s reader poll at https://www.research.net/r/N9TQ2QF.

We’ll publish the results on Friday!

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