Complimentary for Members

On-Demand Self-Study

Identifying and dealing with bad-fit clients - 06/01/2025

To build a more sustainable practice by making sense of what constitutes a bad-fit client, and to understand the pros and cons of firing a bad-fit client.

On-Demand Self-Study
- Three criterias of bad-fit clients - The implications for keeping a bad-fit client - What should you do after firing such a client

Learning Objectives

  • Upon completion of this course, you will be able to:
  • Identify three criterias of bad-fit clients
  • Learn the implications for keeping a bad-fit client
  • Understand what should you do after firing such a client.

Major Topics

  • Three criterias of bad-fit clients
  • The implications for keeping a bad-fit client
  • What should you do after firing such a client

CPE Credits Available

0
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accountants, attorneys, wealth management and financial advisors

Provider

Foundation for Accounting Education

Purchase This Course

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