News, Vision & Voice for the Advisory Community

How to set boundaries with clients and friends when they become 'freebie-seekers'

Establishing where free ends and fee begins can be challenging, but learning the art of declining gracefully is essential to focusing on what's important in your practice

Author Guest Columnist, Maria Marsala September 17, 2012 at 4:50 AM

0 Comments

Maria Marsala: My standard answer is: 'That will be a cup of coffee -- in Italy, please.'

Maria Marsala

Timothy Yee

Paula Harris

WH Cornerstone

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory sponsored by:

How to set boundaries with clients and friends when they become 'freebie-seekers'

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

How to set boundaries with clients and friends when they become 'freebie-seekers'

RIABiz Directory

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory