Shedding loss-making clients: What happened when this IFA's customers called his bluff?
What happened when this adviser's unprofitable clients called his pay-or-leave bluff?
When adviser and business owner Dennis Hall sought to stop working with clients who had become unprofitable, the unexpected response meant a change of approach was needed...
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...
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