Investors From Hell

摘要

Like most financial advisers Meg Green isn't keen on losing clients, but that hasn't stopped her from firing a few. Earlier this year Green noticed that a longtime client of her independent Miami, Fla. practice had become increasingly nasty toward her employees."I called her after her latest tirade and told her she didn't seem happy here and that she's always grumpy when she calls," recounts Green. "I told her she had to move her accounts by Labor Day."You don't hear a lot about financial advisers jettisoning clients, for good reason. In a business where advisers compete fiercely for business and rely on commissions and fees to make a living, showing a customer ethe door is often tantamount to voluntarily taking a pay cut.