One key to being a million-dollar producer? Dumping smaller clients, survey finds
It may ruin a friendship. It may smack of snobbery. It'll probably come across as cruel, insensitive and heartless. But financial advisers who truly want to build their practices need to dump many of their small clients.
It may ruin a friendship. It may smack of snobbery. It’ll probably come across as cruel, insensitive and heartless. But financial advisers who truly want to build their practices need to dump many of their small clients.
Certainly, ditching a less-affluent client can be a tough thing to do. Advise
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