How to politely disengage clients

Melissa Kidd, Director of Motem

Parting ways with clients can be challenging. And many advisers maintain poor relationships over the years as they’re unsure how to communicate their wish to walk away. This session gives you some practical pointers on how to disengage clients so that you can focus your energy and resources on clients who are a better fit and enjoyable to work with.

Learning outcomes

–        Explore why less is better and why quality wins over quantity

–        Recognise what makes clients a bad fit  

–        Discover how to craft a communication to disengage clients.


Disengage Clients

Resource list for How to Politely Disengage Clients