In part 4 of our “Building an effective practice” miniseries with Steve Moore, we discuss the often uncomfortable topic of how to disengage with unprofitable clients, the value of referrals, and dealing with emotional attachment to clients. Listen in as Matt Smith interviews practice management expert Steve Moore on topics from his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/stop-hoarding-unprofitable-clients/.