The Efficient Advisor Podcast: 
Tactical Business Advice for Financial Advisors

Episode #025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!)

Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice for whatever reason.

Recently I’ve had a ton of Advisors come to me and say,

👉 “Libby, how do you actually tell a client that they are not a good fit for your practice?”

👉 “Libby, how do you tell a client or a center of influence that the referral they sent isn’t ideal?”

👉 “How do I do this politely, and at the same time make my message really clear?”

👉 And, “What do I do if I have a client who turns out to be way needier than I anticipated and I totally underpriced their plan and I’m worried about having them in my book long term?”

So…. when I saw these messages coming through on Facebook in the Efficient advisor community I knew this was a topic that would require more than just a quick response.

This week I hopped on a call with Advisor Vicky Lilley and we talked through these questions and I give EXACT strategies and EXACT language to use when you bump up against these issues!



Episode #010: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar

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