I Yelled at a Customer but Saved Him From A $1M Mistake!
►EXECUTIVE SUMMARY
1) I YELLED AT A CLIENT — AND IT SAVED HIM FROM THE WORST DEAL I'VE SEEN IN 15 YEARS: Trucking business, 3% margins, garbage reporting, factoring mess. I told him straight up in front of a Starbucks. He walked away. You're welcome.
2) HE CHEATED ON ME WITH A CHEAPER QoE PROVIDER — IT COST HIM $500K+: Saved five grand, created a half-million in headaches. The other guy missed everything I would've caught. Penny-wise, catastrophically dollar-foolish.
3) THE BEST REFERRAL PARTNER I HAVE IS THE GUY I SCREAMED AT: He came back, told his bank, his network, posted on LinkedIn. The telltale sign of an excellent advisor is someone who gives you good advice even when you don't want to hear it.