external link

Getting Fired by Clients Isn’t Always Bad

“I think there are several factors that may lead to a client firing his advisor,” says Matt Lynch, president of Strategy & Resources LLC, a consulting firm for financial advisors. “But at the most basic level, I think often it is a function of a failure to clearly communicate the client service offering or value proposition and then align delivery to the service offering. […]

This same advisor type tends to operate under the ‘no news is good news’ philosophy—that if they don’t hear from the client, all is good.”


Read full article:
Getting Fired by Clients Isn’t Always Bad
by Deena Katz, Financial Advisor, March 2, 2015


logo - Investment News