29 min
The Breakup Artist Beyond the Portfolio
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- Investing
It's not me, it's you. Sometimes, the client-advisor relationship is just not working. So, when do you say enough is enough and sever ties with a client? Sheena Hanson, CFP and CCO of Uncommon Cents Investing in Janesville, Wisconsin, discusses tips for how to navigate letting a client go.
It's not me, it's you. Sometimes, the client-advisor relationship is just not working. So, when do you say enough is enough and sever ties with a client? Sheena Hanson, CFP and CCO of Uncommon Cents Investing in Janesville, Wisconsin, discusses tips for how to navigate letting a client go.
29 min