Advisory vs. Low-Value Clients

Where is your energy best spent?

By Gary Bolinger

All firms have low-value clients. Sometimes, they take more time than they are worth. There is never any growth with those clients. Same thing, year after year.

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It isn’t all that much fun to work on those engagements. These clients are generally interested in the lowest fee possible, but they create a lot of work or anxiety in many ways.