Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!)
Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with class and grace.
Recently I’ve had a ton of Advisors come to me and say,
👉 “Libby, how do you actually tell a client that they are not a good fit for your practice?”
👉 “Libby, how do you tell a client or a center of influence that the referral they sent isn’t ideal?”
👉 “How do I do this politely, and at the same time make my message really clear?”
👉 And, “What do I do if I have a client who turns out to be way needier than I anticipated and I…
The skinny
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