August 2009

Congratulations, Your Clients Now Own You

It’s 5:30 PM and I was driving the 405 south through Orange County.

The phone rings and it is one of my clients.

Not just any client but my largest.

He called to ask for money for a marketing campaign that would be ‘featuring’ my fund family. The amount he requested was really out of bounds for my budget.

Using my best negotiating attempt I threw a counter offer on the table.

And he played the following card:

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tagged as client relations, sales lessons, wholesalers

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