Tag: wrong fit clients
“Walking away from potential new business.” Now there’s a concept that you don’t often hear discussed. I think there are 4 main situations in which a financial professional should be willing to walk away from…
READ MORE >If someone isn’t right for your business, you’re probably not the right advisor for them. Agree? It’s important that we create win-win situations. What I’m about to share with you might take…
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