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When to disengage

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by Rickard Jorgensen, FCII, ACIArb., ARM Suspending services to a client can be fraught with problems and if not handled carefully could result in a malpractice lawsuit.  The following scenarios may be the most obvious signs that it is time for you and your client to go your separate ways. Unresponsive or evasive clients If […]

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Warning signs – when to consider disengagement.

You may consider a disengaging a particular client in the following situations: Your firm changes partners, staff or objectives: A change in your firm may necessitate a change to your client base. The loss of a partner with a specific expertise may impact future services.  The firm may decide to discontinue services to the former […]

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