Advisors should rank the desirability of each client and be prepared to trim out the dead wood, he maintains.
Estimated reading time: 0 minutes, 20 seconds
Firing Clients is Just Part of the Job
Advisors shouldn’t be afraid of firing clients who require too much attention relative to the amount of revenue that they produce, says Brian A. Carlis, a securities arbitration lawyer with Lawrenceville, N.J.-based Stark & Stark. So reports Financial Advisor.
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