Getting the Goods on a Lost Client of a Financial Advisor

No one likes losing a client. Whether it’s an attorney, or a bookkeeper, or even a taxi cab driver, when that potential account with money goes bye-bye, the world’s over. One may ask, though, why? Why did the account drop in the first place? And should you have a right to know if you’re prospecting a particular financial advisor to determine the best qualifications? The answer, in short, is YES. It’s Your Interview With the Financial Advisor Not the other way around. You, therefore, have the right to ask whatever questions you want to ask that financial advisor. It’s a consultation. That’s what it’s for. So goRead More →

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