As you grow your financial advisory business, or any business for that matter, you will have to face the difficult circumstance of letting some of your clients go. Here is how I handle 'firing' my clients in a way that helps both of us.
Haven Wealth Management: https://www.havenwealthmgmt.com/
Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management investment fund based out of Winnipeg Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal investing to the world, in an effort to improve financial literacy and help everyone achieve their financial goals.
All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.