LibraryScenariosWhen You Discover a Colleague Is Cheating Clients
Scenario

When You Discover a Colleague Is Cheating Clients

I discovered my business partner has been churning client accounts to generate extra commissions and I do not know if I should report him.

Aurelius
Online
The coach is replying

More people experience this than they realize.

What we've seen

Your partner is cheating clients for extra money, and you don't know whether to turn him in.

Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Financial Advisory & Wealth Management?”

If this sounds familiar, the Library can help you find the bigger picture.