The Elite Advisor Report Video Podcast

Success Tips for Releasing Non-Ideal Clients – Episode 30


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Let’s be honest: There probably are at least a few clients—maybe a lot—who simply aren’t right for you and your practice. Letting go of those clients can generate tremendous benefits—not just for your business, but for those clients who aren’t ideal for you. If you decide to transfer or sell clients to other advisors (either within your company or to an outside advisor), here are seven steps that will help you do so effectively.
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The Elite Advisor Report Video PodcastBy cegvideo