FT Wealth ManagementJan 20 2025

Should you ditch old clients in 2025?

Dominic Holmes

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Should you ditch old clients in 2025? — © Faxuels/PexelsIs there a case for getting rid of old clients if they are not profitable?

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Should old acquaintance be forgot? Adviser firms reviewing their customer base in the New Year may well decide in some cases the answer is ‘yes’.

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