Fire or hold on?

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Feb 9, 2007 12:51 am

What is she doing that is so bad that you can't hang on until she is no longer your problem?

Feb 9, 2007 3:08 am

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.  

Feb 10, 2007 12:39 am

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.

Feb 10, 2007 12:50 am

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.

Feb 10, 2007 2:25 am

[quote=gad12]

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....
Feb 10, 2007 2:58 am

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?

Feb 11, 2007 1:07 am

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).