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Episode 107 | When To Offload Clients And When To Keep Them With Denise Mandeau
Episode 107
Published 3 years, 5 months ago
Description
Some clients can be pains in the neck, so how do you know if it's time to offload some clients? In this episode, financial planner and business owner Denise Mandeau joins Michelle Weinstein as they share criteria for offloading clients in their accounting firms. Tune in to find out which kinds of clients you can let go by vetting their character, communication style, and compliance with what you require of them.
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