Hate pruning a client? Try grafting
Advisers often are distressed at the thought of ending a relationship with a client, even one they lose…
Advisers often are distressed at the thought of ending a relationship with a client, even one they lose money on.
Sometimes, there may be a good reason for keeping smaller clients on board — for instance, if they stand to inherit significant assets in the near future. In many cases, though,
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