u/feelthenoyes

▲ 16 r/CFP

Offboarding Clients

Ive reached a point where I need to start trimming my book down to increase capacity. Im looking for any advice from those who have done this. Processes etc.

Edit: I realize this might just be the best place to do this. If anyone is in Utah feel free to reach out. Not looking to sell. Just need someone qualified

reddit.com
u/feelthenoyes — 21 hours ago