Financial Planning News: “The case for firing that client, after this documented procedure”
Financial Planning News, March 22, 2022 — Marguerita Cheng, CFP® Pro, is featured in today’s article by Tobias Salinger who writes:
“Several years ago, a client of financial advisor Laila Pence’s practice used foul language with her staff and called them stupid to their faces. She recalls speaking to the client about it like it was yesterday, Pence said. She reminded him that her staff “is an extension of me” and asked him to come to her directly with any concerns. As the president of a Newport Beach, California-based firm, Pence Wealth Management, that has $2 billion in assets under advisement speaking with a client who had a very large account, she went into the conversation aware that it could have an impact on her business.