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Paul Etheridge: let go of unprofitable clients
by William Robins on Jan 02, 2013 at 15:31
Paul Etheridge, chief executive of Prestwood Financial Planning and founding member of the Institute of Financial Planning, explains how to segment your clients to achieve a profitable business.
In this interview Etheridge urges advisers to let go of unprofitable clients, warning they can become 'time bombs'.
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by Max Skjönsberg on Mar 06, 2014 at 15:15