3 Bad Client Types to Avoid and When to Fire Them

Bad clients cost you time, money and opportunity. Here are three to get rid of asap.


TAG Advisory Services's Insight

The 80/20 rule tells us that 80% of our revenue comes from the best 20% of our clients. Equally true: 20% of your clients will cause you 80% of the grief. When advisors prune their client lists to remove those that aren't the right fit for them, it frees up time and energy that can be used to acquire new clients and give more attention to their best clients. This article on INC explains how to identify three types of potentially problematic clients. In many cases, the clients who aren't a great fit for your practice also aren't terribly happy with you, so helping them find a new advisor can be a great win-win. And when the time comes, TAG can help you transition those clients to a new advisor with ease to show them the love they deserve. 

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