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. Never promise any services to a client that you know you cannot deliver. It is always a temptation to tell a potential client you can give them exactly what they want even when, in reality, it might not be possible. But the ideal relationship will blossom when you're able to give them more than they expected, not less than they were promised. The Client Has No Future Growth Potential .