"

Articles

C and D clients

Parent Category: ROOT
Wednesday, 10 November 2010
Published Date
Written by Frank Stitely
If all a C/D client wants is lower fees, I wouldn't classify them as D clients certainly. To become a D client for us, someone has to be difficult or contentious as well. During tax season we create a bucket list of D/E clients that we intend to have "kick the bucket" after tax season. Inevitably when we review the list after tax season, we soften our opinions and only a few make the D/E list. The issue to me is defining what clients really are C/D/E clients. Are fee considerations the main criterion?

Visit other PMG Sites:
Template Settings
Theme

Color

For each color, the params below will give default values
Tomato Green Blue Cyan Dark_Red Dark_Blue

Body

Background Color
Link Color
Text Color

Header

Background Color
Background Image
pattern1 pattern2 pattern3 pattern4 pattern5

Footer

Background Color
Background Image
pattern1 pattern2 pattern3 pattern4 pattern5
Layout
Select layout
Menu
Select menu
Typography
Google Font
Body Font-size
Body Font-family
Direction
Reset
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline