Roy Al Pain has been a client of yours for several years. During that time, Roy has
Question:
Roy Al Pain has been a client of yours for several years. During that time, Roy has been rude to both you and your staff on numerous occasions. He has used profanities in front of your staff and other clients, thrown things, and screamed at your staff. You have tired of working with Roy and want to terminate your relationship with him.
Which of the following is true?
a. You must continue the relationship since only clients can end the client/
planner relationship.
b. You should consult your engagement letter to determine your rights to terminate the relationship.
c. You should start to offer subpar services to Roy in hopes that he will tire of you and end your relationship.
d. You should bad mouth Roy in the community and hope it gets back to him so he will decide not to work with you anymore.
Step by Step Answer:
Fundamentals Of Financial Planning
ISBN: 9781936602094
3rd Edition
Authors: Michael A Dalton, Joseph Gillice