23 - Sin Bin or Send Off?
TRAP: The Real Adviser Podcast
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The Goat of Onboarding
I started off as an iPhone 2001 working for a firm where they just couldn't say no. They'd be there were jack-able trades and they were master of none. I've had people leave me, not again, maybe three or four, but I've sacked one client since 2008. And it was for a combination of reasons. The recurring thing that got under my skin: Always on about the fees. But then the big one, which Andy is the same with this, they just regarded my advice. He's the goat of red cards. You're the red card. So we did we kind of did do a mass red card, drummer of clients, and it still rankles
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