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How do I handle the following situation: We had a minimum before BAI of $500,000 Assets Under Management that was typically waived for referrals from current clients as these clients were easy to "close". If we tell our new referrals that we only work with Ideal Clients who pay us a retainer of $15,000 and 1% on Assets Under Management, they may be left with the wrong impression that the non- Ideal Client who referred them is a very large client.

Article ID: 465
Last updated: 20 Nov, 2019
Bill’s Response: Try not to kill any brain cells wondering about hypothetical things people may or may not say.
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