Quickest way to lose a managed client is to tell the owner who is going to fly his plane. Its been tried before and the owner is out selecting a new mgmt company quicker than you can say peanut butter.
EJM tried this last year and lost a $150K account. A friend was the pilot who flew the owner for 24 years and EJM thought he would get in between them and the owner. Major mistake by EJM.
EJM tried this last year and lost a $150K account. A friend was the pilot who flew the owner for 24 years and EJM thought he would get in between them and the owner. Major mistake by EJM.