There will come a time when continuing to serve the needs of smaller accounts or those outside of your target audience will no longer serve the needs of your firm. In this Coffee Break with C2P, host Jason L Smith discusses the challenges of managing small accounts as your firm grows and the benefits of setting account minimums. Joined by Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor, President, and CFO at JL Smith Holistic Wealth Management, and Greg Hammer, CEO and President of Hammer Financial Group, they explore the financial strain of servicing small accounts and how strategic client reallocation can enhance your firm’s efficiency, maintain service quality while managing costs, and ensure a sustainable work environment. Additionally, they provide practical solutions for communicating with and offboarding smaller accounts.