Sometimes Financial Advisors “Fire” Their Clients. Here’s Why.

The customer, or client, isn’t really always right, particularly the clients who just won’t acknowledge the value you bring. In that case,  you need to let them go. But do so gently, as our CEO Ed Cofrancesco suggests in Steve Garmhausen’s recent column in Barrons.

 

Read the article here: https://www.barrons.com/advisor/articles/financial-advisors-fire-clients-530f5c43