What financial advisors and financial planners should say when a prospective client is not a good fit.
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Some clients are ideal and some aren’t. That’s ok – not everyone is ideal.
For financial advisors and financial planners, your ideal client definition should include both quantitative and qualitative factors.
Having a clear definition of your ideal client allows you to make wise decisions about how you spend your time. Wouldn’t you rather focus on serving clients who need, want and value what you do?