Ask Paul - A Look Into The Future Episode 84 - Firing Clients, the Right Way

July 25, 2022 | By Paul Latham
Financial Advisors Accountants

Not everybody should be your client, so how should you decide which clients to keep, and more importantly, what is the right way to fire a client? Join Paul as he takes us through Firing Clients, the Right Way on a Look Into the Future!

Ready for the future of accounting #CPE, click here to get started today

On LIFT each week, viewers can #AskPaul anything! Evolve Now's time traveler, Paul Latham, Principal at Elite Resource Team, gives us the answers from the future that we need to become a valued and relevant advisor of the 21st century by answering these critical questions.

Message us on any of our socials or tweet @EvolveNowOnline with #AskPaul to have a question answered on a future episode!