Advisors focus great attention on winning and keeping clients. That doesn’t mean every advisor-client pairing is a good match.
There’s no lack of social media conversations started by people seeking advice about dropping their advisors.
Sometimes, though, advisors are the ones who decide to end the relationship.
We asked advisors to share anecdotes about times they fired a client and the circumstances surrounding the breakup.
Check out the gallery for stories from eight advisors who ended client engagements.
NOT FOR REPRINT
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.