Toxic Client Relationships: How and When to Disengage

When:  Dec 11, 2019 from 3:00 PM to 4:00 PM (ET)

The December 2019 Business Success Knowledge Circle will be held on Wednesday, December 11th at 3 pm ET.

Guest speaker Kristy Gusick will be presenting, "Toxic Client Relationships: How and When to Disengage.

Not every client is a good client. And bad clients can drain you of time, money, and even talent. The problem of what to do with toxic clients plagues many Financial Advisory firms. And, in fact, it can be a major cause of burnout and staff turnover.  But no matter how bad, firing even the most difficult client can be tough. In this webinar, we will learn important strategies on how and when to disengage with toxic clients. We will also discuss ways to clarify who your A-Level clients are so you can retain – and gain – more of your ideal clients in the future.

Key Topics that will be covered include:

  1. Identifying the characteristics of toxic clients
  2. Determining who your ideal clients are
  3. Strategies for disengaging from toxic clients
  4. Preventing toxic clients in the future
  5. Strategies for gaining new A-Level clients

Kristy Gusick has been working within and for financial service firms since 1994 and has been a partner at the marketing firm, Professional Services Marketing, LLC (PSM) since 2012. Throughout her career, Kristy has helped more than 200 firms across the legal, accounting, and financial services industries achieve growth through business development, marketing, sales, and coaching. At PSM, Kristy works together with a robust team of high-level marketing specialists to implement marketing tactics on behalf of their clients which are primarily financial advisory firms and accounting firms. The length and depth of her experience has shown her first-hand what types of marketing strategies are needed to help financial service firms gain and retain clients within today’s competitive marketplace


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