 “It is better to break off the engagement than to suffer a painful marriage and a predictable divorce."George Gagliardi |
'This is not going to work': Screening out problematic clients
Ingrid Case | OnWallStreet, July 2017
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Summary: When a client proves to be a poor fit for a planning practice, a smart planner lets that client go. An even smarter planner screens potential clients before committing.
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