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Fire a Client?

One of the most costly “busy” activities is working with a client who can never be satisfied.

By
December 12, 2016

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As an advisor’s book of business begins and continues to grow, there is a tendency to spend precious time with “busy” activity rather than “productive” activity. One of the most costly “busy” activities is working with a client who can never be satisfied with your efforts and recommendations. The client can be stagnant and even mumbles their dissatisfaction out loud. This is a warning sign that in spite of your own best efforts to meet the client’s expectations, there is a total disconnect.

Perhaps it’s time to have a candid visit and discuss the working relationship. Inform your client of your desire to help them meet planning goals and objectives. There’s a chance they still don’t seem pleased. Consequently, a decision needs to be reached about the working relationship — and you may be surprised with the outcome. It may awaken the client into an entirely different frame of mind that leads to a better working relationship.

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