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When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
Kitces and Carl - Real Talk for Real Financial Advisors
How to Navigate a Conversation With a Performance Chasing Client
If a part of what you're doing is managing the money, like at some point you do still have to show up to that conversation. You either recognize maybe this really just was a performance chasing client. And now someone else is an investment shiny object. So on the one hand, that means maybe they just weren't a good fit. On the other hand, then my question is like, well, what is your marketing and sales process that this person ended out of clients in the first place?
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