TRAP: The Real Adviser Podcast cover image

23 - Sin Bin or Send Off?

TRAP: The Real Adviser Podcast

00:00

The Disagreement of a Client

I spent at least four or five months trying to take on a new prospect client, four million quid. I literally just said all the best and just walked out. And actually it was 50 50 in terms of the blame, because we should never have taken this client on this. This is pretty big ticket client, revenue wise, everything else. But what they wanted us to do, we couldn't really cannot do it. It's client by client prospect by prospect. We've got our value proposition. We'vegot the things that we won't stand for. All your points are valid, mate. Back to you, boss.

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