Good for you. As an advisor, I know how tough it is to be in that situation and you handled it well. Given the pressures of life and business, the toughest thing is to walk away and not look back at a client that you know is not a good fit. Having mastered that, you will do well in the years to come.
Great article. Your putting you (ex)client over yourself is rare. The whole Financial Services industry is tainted with immoral people. From Charles Ponzi to Bernard Madoff and Jordan Belfort, the list will go on as long as there are people investing other's money.
And you have done the right thing. This article should resonate with your nearly 100,000 subscriber base, and I wouldn't be surprised if you pick up more business than you let go for the right reason. Have a wonderful holiday season!
Good for you. As an advisor, I know how tough it is to be in that situation and you handled it well. Given the pressures of life and business, the toughest thing is to walk away and not look back at a client that you know is not a good fit. Having mastered that, you will do well in the years to come.
Great article. Your putting you (ex)client over yourself is rare. The whole Financial Services industry is tainted with immoral people. From Charles Ponzi to Bernard Madoff and Jordan Belfort, the list will go on as long as there are people investing other's money.
And you have done the right thing. This article should resonate with your nearly 100,000 subscriber base, and I wouldn't be surprised if you pick up more business than you let go for the right reason. Have a wonderful holiday season!