Mar 1, 2023
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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