The Client Does Not Need Most of Your Products or Services . Although you would like to be everything to everybody, sometimes the fit is just not right. If the client really only needs one of the many products or services you provide, there is little chance of a long-term profitable relationship. It is a good idea to carefully review a client's financial situation to determine if it looks like he or she will grow into your ideal client profile. The Customer Does Not Treat You in a Courteous or Professional Manner .
Profitable business is based on good working relationships.
This does not mean that your client has to be your best friend but, in essence, your best clients will be those who seek partnerships with you. There is no opportunity for trust in a relationship such as this. You Do Not Provide . Most financial planners specialize in assisting certain types of clients. If a potential client approaches you but clearly has a unique set of financial planning requirements that fall outside of your realm of expertise, it is best to refer them to another professional.