Related Posts
More Posts
Bain & Company Hello Folks. I'm an Indian guy looking for consulting opportunities in Germany. Currently working with EY. Would love to check for any opportunities the country. Any referrals or leads would be really helpful. Thank you.
McKinsey & Company, Boston Consulting Group, Bain & Company, Kearney, EY, Deloitte, Roland Berger, GEP Worldwide
I need help with my interviewing skills
Additional Posts in Financial Advisors
I like my clients more than my team/leadership
Has anyone built a Client Advisory Board?
New to Fishbowl?
unlock all discussions on Fishbowl.





Depending upon circumstances, but generally speaking, Dear Mr/Mrs: We would like to thank you for your past patronage. We appreciate the opportunity you have us to serve your financial needs. Unfortunately, we are in the process of restructuring our business model. As a result of this exercise, we have determined that your interests would be better served by a different firm. Accordingly, we are requesting that you transfer your assets to a new financial services firm. Be assured that we will fully cooperate in ensuring an expeditious and efficient transfer. Sincerely, Finally Free Ofyou
That’s a great start! Can’t wait to send it.
Glad I could help. My assistant LOVED me for firing my first client years ago. It's not only the right thing to do, it's empowering as well. Go get 'em!