10 signs you need to fire your client
Certain actions from a client should signal to a financial adviser that it's time to cut that customer loose. Advisers who witness these behaviors should think about the impact a difficult client may be having on an adviser's happiness — or that of the firm's employees, said practice management experts Julie Littlechild, founder of Absolute Engagement, and Ray Sclafani, founder of ClientWise. Some of these signs suggest a client may have one foot out the door already.