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217. Cutting ties with clients, with Robert Albertini

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Manage episode 432862689 series 2416589
Content provided by Bill Sheridan of MACPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Sheridan of MACPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, we're tackling a challenging yet crucial topic: when and how to fire a client. Some clients can end up costing more in time, effort, and frustration than the value they provide. Letting them go can sometimes be the best decision for your business. However, this process is not to be taken lightly—there are numerous pitfalls to avoid and best practices to follow. Thankfully, there are plenty of resources to make it easier.

Joining me this week is Robert Albertini, an account manager at Aon, which has been a longtime partner of MACPA. With over 25 years of industry experience, particularly in professional liability, Robert will share his insights and expertise on managing client relationships and knowing when it’s time to part ways.

Resources:


  continue reading

200 episodes

Artwork
iconShare
 
Manage episode 432862689 series 2416589
Content provided by Bill Sheridan of MACPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Sheridan of MACPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week, we're tackling a challenging yet crucial topic: when and how to fire a client. Some clients can end up costing more in time, effort, and frustration than the value they provide. Letting them go can sometimes be the best decision for your business. However, this process is not to be taken lightly—there are numerous pitfalls to avoid and best practices to follow. Thankfully, there are plenty of resources to make it easier.

Joining me this week is Robert Albertini, an account manager at Aon, which has been a longtime partner of MACPA. With over 25 years of industry experience, particularly in professional liability, Robert will share his insights and expertise on managing client relationships and knowing when it’s time to part ways.

Resources:


  continue reading

200 episodes

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