As we embrace the energy of fall, it’s an ideal time for advisors to reflect on their client relationships and future goals. XML Financial Group CEO and Co-founder @Brett Bernstein, CFP®, recently spoke with InvestmentNews about a critical topic: knowing when to end a client relationship. Not all clients are suited for every firm or advisor. It is important to understand the reasons behind parting ways; including unrealistic expectations, fundamental differences in investment philosophies or a mismatch between what the advisor offers and what the client needs. Read the full story here.