What is she doing that is so bad that you can't hang on until she is no longer your problem?
Well, multiple errors/and or misstatements to clients per week. I have taken all serious transactions out of her hands.
And I didn't mean to imply I couldn't wait, just that the thought of having no one in the branch to call my clients when I leave is an enticing thought.
It was more of a wish than anything as I just planning on waiting it out. I am too worried about repercussions however remote the chance. Besides, she won't really be that much on asset to Jones when I'm pulling clients as few have much of a relationship with her.
She sounds as if she would be a bigger asset to you, after you leave, by letting her stay. Think about it… If you fire her, then leave, ED will simply transfer all your accounts to a competent FA/BOA and have them call all your clients. Whereas, if she stays, her incompetence might make your transition more profitable.
Excellent point, one which I've considered and the more I think about it the more I realize it's probably the best call. I guess I should "rejoice" at her incompetence.
Thanks for all your imput everyone.
Excellent point, one which I’ve considered and the more I think about it the more I realize it’s probably the best call. I guess I should “rejoice” at her incompetence.
Thanks for all your imput everyone.[/quote]
True, you could cite her permanent incompetence as one of the reasons clients should come along with you, and a reason why you left....
But do you think it would be wise to bring that up to clients? Wouldn't that reflect poorly on me to say how lousy she is? Could sound like I was trashing her?
Nah, don’t trash anyone you’re leaving behind. Just tell the client that your new firm provides more (fill in the blank) which will benefit the client by (fill in the blank).