Tag: firing clients

Fire Clients When They Do This (Distraction-Proof Advisor Idea Video #61)

AUM is no excuse for bad behavior.

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors