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!