217. Cutting ties with clients, with Robert Albertini

Future-Proof

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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:

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