When advisors start in the business, they tend to over accommodate or overlook things because prospects aren’t exactly dropping out of the sky and so Advisors will take the approach that they’ll let it go to get the business.
This might have allowed many Advisors to earn a living in the beginning of their career. Unfortunately, what typically ends up happening is they have a clientele that consists of some clients that Advisors dread hearing from.
There are some key action items to take to stop being all things to all people and have a practice full of clients you actually enjoy working with.