Shedding loss-making clients: What happened when this IFA's customers called his bluff?

  Get rid, cut off, remove, terminate, discontinue? There's no polite way to describe the process when you stop working for a client. The words sound abrupt and clinical as though removing something unpleasant - perhaps why the topic of ‘getting rid' of clients polarises advisers. Yet it's a topic that most businesses need to consider as they change and evolve. It's something that my business considered several times before finally taking some action last year. From an accounting perspective, there were some clients that were costing us money based on the resources we were emplo...