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If you’re consistently losing clients, look in the mirror

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There is always that line that you’re hired to be fired. No matter how great you are as a plan provider, you will certainly get fired by a client if you haven’t already.

 

However, if you’re consistently losing clients, it might be time to look in the mirror. I’m not talking about a client that fired you, I’m talking about a recent downturn and numerous terminations of your services. There might be a lot of reasons that could be affecting you (referrals to another provider that has gone bad, costs, competency, lack of communication, etc.), but you need to start looking in the mirror and developing a plan to right your ship.

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