#27: How do I fire a client?

Episode 27: How do I fire a client? Today, Josh and Garrett have a conversation about how to deal with clients who aren’t working out. 3 key takeaways: Reasons to fire clients: philosophical differences, clients who are a PITA (pain in the ass..ets), and unethical or illegal actions/activities. If the client is doing illegal things or trying to involve you in illegal things, no kid gloves. Be as blunt as “I cannot be involved in this so I cannot work with you.” Consider having a “budget review” where you look at what the recommendation was and where the clients at in order to frame it as “Clearly our budgeting ideas don’t line up, so it’s not right for me to continue taking your money.” Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity Already decided you’re going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow