Your assignment for today: Give your client list a good look and ask yourself, "Should I really be working with everyone on this list?" If you're honest with yourself, you'll have to admit that probably at least a few clients - perhaps many - simply aren't right for you and your practice.

These clients will probably stand out. They're the ones who monopolize your time but generate scant profits for your business. They don't take your advice, but drag down your team's energy and productivity. Deep down, you know that you don't enjoy working with them.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access