Video: What Are Some Common Client Red Flags?
by Daniel McCarthyFiring your client is a difficult conversation to have, but recognizing red flags prior to starting a relationship can save you the headache.
In this clip from MasterAdvisor Episode 48, Stacey Acree, President at Brentwood Travel, talks about how you can spot the red flags beforehand.
The full video, which focuses on client management, is available here.
For others:
– Episode 45: Making the Move to a Home-Based Agency
– Episode 44: What is Emotional Branding?
– Episode 43: How Are the Next Generation of Advisors Succeeding?
– Episode 42: Connecting with Consumer Via Live Events and Trade Shows
