Titled, “How to Know When to Fire a Client,” the presentation will help professionals in the financial industry understand where to draw the line when dealing with difficult clients and how to have the conversation when it’s time to let a customer go.
Though the presentation is aimed at financial advisors and tax professionals, consumers who use these professionals’ services might also find it helpful. During the presentation, you’ll learn the mistakes clients make that prevent your advisor from being able to work at their best.
When asked about the key takeaway of the Lunch and Learn, Hossain told Annuity.org, “[Clients and advisors] are on this path together. You’re partnered with each other, so if you have someone who’s exhibiting these traits or behaviors, it’s going to be difficult to accomplish your goals.”
In addition to her work as a contributor with Annuity.org, Hossain works as a client advisor for MEIRA, a financial advisory firm headquartered in Coral Gables, Florida. With over 15 years of financial planning experience, she specializes in preparing and presenting sound holistic financial plans to ensure clients achieve their goals.
Hossain will present the Lunch and Learn event with the help of her colleague and fellow Certified Financial Planner™ , Kelben Holbrook. Holbrook is an enrolled agent and founder of Holbrook Accounting Services. He is passionate about helping business owners and investors run their operations more efficiently.
Anyone interested in attending the virtual Lunch and Learn event from Bloomberg Tax can access the presentation for free with no registration required. Watch by signing on here at noon on Oct. 26, or listen by calling +1-301-715-8592 and entering the meeting ID: 928 2447 0221.
Annuity.org Expert To Lead Bloomberg Tax Lunch and Learn Presentation
- Written By Jennifer Schell, CAS®Jennifer Schell, CAS®
Jennifer Schell, CAS®
Financial Writer, Certified Annuity Specialist®
Jennifer Schell is a professional writer focused on demystifying annuities and other financial topics including banking, financial advising and insurance. She is proud to be a member of the National Association for Fixed Annuities (NAFA) as well as the National Association of Insurance and Financial Advisors (NAIFA).
Read More - Edited By
Savannah PittleSavannah Pittle
Savannah Pittle
Senior Financial Editor
Savannah Pittle is an accomplished writer, editor and content marketer. She joined Annuity.org as a financial editor in 2021 and uses her passion for educating readers on complex topics to guide visitors toward the path of financial literacy.
Read More - Published: October 21, 2022
- 2 min read time
Rubina K. Hossain, a Certified Financial Planner™ and one of Annuity.org’s esteemed financial experts, will lead a virtual presentation as part of Bloomberg Tax’s Lunch and Learn series for October. The event will take place from noon to 1 p.m. EDT on Oct. 26, 2022.
Titled, “How to Know When to Fire a Client,” the presentation will help professionals in the financial industry understand where to draw the line when dealing with difficult clients and how to have the conversation when it’s time to let a customer go.
Though the presentation is aimed at financial advisors and tax professionals, consumers who use these professionals’ services might also find it helpful. During the presentation, you’ll learn the mistakes clients make that prevent your advisor from being able to work at their best.
When asked about the key takeaway of the Lunch and Learn, Hossain told Annuity.org, “[Clients and advisors] are on this path together. You’re partnered with each other, so if you have someone who’s exhibiting these traits or behaviors, it’s going to be difficult to accomplish your goals.”
In addition to her work as a contributor with Annuity.org, Hossain works as a client advisor for MEIRA, a financial advisory firm headquartered in Coral Gables, Florida. With over 15 years of financial planning experience, she specializes in preparing and presenting sound holistic financial plans to ensure clients achieve their goals.
Hossain will present the Lunch and Learn event with the help of her colleague and fellow Certified Financial Planner™ , Kelben Holbrook. Holbrook is an enrolled agent and founder of Holbrook Accounting Services. He is passionate about helping business owners and investors run their operations more efficiently.
Anyone interested in attending the virtual Lunch and Learn event from Bloomberg Tax can access the presentation for free with no registration required. Watch by signing on here at noon on Oct. 26, or listen by calling +1-301-715-8592 and entering the meeting ID: 928 2447 0221.
Titled, “How to Know When to Fire a Client,” the presentation will help professionals in the financial industry understand where to draw the line when dealing with difficult clients and how to have the conversation when it’s time to let a customer go.
Though the presentation is aimed at financial advisors and tax professionals, consumers who use these professionals’ services might also find it helpful. During the presentation, you’ll learn the mistakes clients make that prevent your advisor from being able to work at their best.
When asked about the key takeaway of the Lunch and Learn, Hossain told Annuity.org, “[Clients and advisors] are on this path together. You’re partnered with each other, so if you have someone who’s exhibiting these traits or behaviors, it’s going to be difficult to accomplish your goals.”
In addition to her work as a contributor with Annuity.org, Hossain works as a client advisor for MEIRA, a financial advisory firm headquartered in Coral Gables, Florida. With over 15 years of financial planning experience, she specializes in preparing and presenting sound holistic financial plans to ensure clients achieve their goals.
Hossain will present the Lunch and Learn event with the help of her colleague and fellow Certified Financial Planner™ , Kelben Holbrook. Holbrook is an enrolled agent and founder of Holbrook Accounting Services. He is passionate about helping business owners and investors run their operations more efficiently.
Anyone interested in attending the virtual Lunch and Learn event from Bloomberg Tax can access the presentation for free with no registration required. Watch by signing on here at noon on Oct. 26, or listen by calling +1-301-715-8592 and entering the meeting ID: 928 2447 0221.
Please seek the advice of a qualified professional before making financial decisions.
Last Modified: July 11, 2023
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