Why clients fire advisers

Bob Veres | Inside Information | 19 June 2013

"Why clients fire advisors", by Roy Diliberto, Financial Advisor, June 2013, p42

Roy Diliberto's columns are always good, but this month's is a gem. It talks about the sources of dissatisfaction in a client/adviser relationship - and I suspect that these practices are widespread and innocent; you don't realise how they look from the other side of the table.

After years of talking with clients who are coming over to his firm from other advisers, Diliberto has compiled a ...