Letting Go: When Planners and Clients Part Ways

Newton, Catherine
October 2000
Journal of Financial Planning;Oct2000, Vol. 13 Issue 10, p80
Academic Journal
Presents an interview with financial planners, Glenda D. Kemple of Quest Capital Management, Edwin P. Morrow of Financial Planning Consultants, Carol C. Pankros of Financial Planning Services, and Timothy E. Pratt of Vanderweide Pratt Busick Marshall and Kimberly, on why and how they have let clients go. Difference between a difficult client and a potentially litigious client; Types of difficult clients that they have fired; Description of a pricing matrix.


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