TRAP: The Real Adviser Podcast cover image

23 - Sin Bin or Send Off?

TRAP: The Real Adviser Podcast

00:00

How to Lose a Client

As we've grown, I'll be honest to say over the last couple of years, we have had a few losses. And do you know what? That just is what it is. We're not going to be turning people away all the time, just because they don't say exactly what we want to say and what we want them to say in the first reason. But we have our values, we know what our values are, and that's what we're going to deliver, you know, over and over again.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app