54. 8X Planning Revenue + How To Fire Clients
The Elite Financial Advisor Podcast With Sten Morgan
00:00
Client Fit and Evaluations
This chapter emphasizes the importance of identifying and evaluating clients to determine if they are a good fit for the advisor. It discusses the challenges faced in retaining clients and the importance of learning from client departures to improve service. The chapter also explores the process of firing clients and highlights the need for constant evaluation of the client base.
Transcript
Play full episode
