Intelligence

Five Signs It’s Time to Fire a Toxic Financial Planning Client

Working on story for financial planner audience on when it’s time to cut loose a toxic client. What are the warning signs? How do you weigh issue of lost income with “aggravation” level? How do you let the client know it’s not working out? All tips and comments welcome. Thanks. Requirements: Financial planners, relationship experts, small business experts, financial experts, planners who have “fired” a client.