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Results: 2

Saying goodbye to bad clients

Meredith Gail Langus, FSCP, LUTCF; Travis D. Manning, CFP, CLU; Kasey Massatti, MBA

Jul 1, 20246 min

Saying goodbye to bad clients

Advisors explain red flags that prompted them to fire clients.
Unlock continuous improvement by tweaking your process

Chee Hong Gan, ChFC, CLU; Brad Isaac, GDFP; Jonathan Peter Kestle, CLU, B Com; Terri E. Krueger, ChFC; Meredith Gail Langus, FSCP, LUTCF; Mark D. Olson, CFP, MSFS

May 1, 20247 min

Unlock continuous improvement by tweaking your process

Advisors improve their processes with insight from their staff.