Shawn Narancich, CFA, weighs in on the important topic of ethics in wealth management sales and servicing in the July/August 2012 issue of ABA Trust & Investments. Regarding account closure fees, Narancich said, “When a client leaves, we do not charge any account closure fees and we also conduct an exit interview with the client because we want to make sure we have serviced them properly right up to the end of the relationship.” Author Thomas Bright, CTFA, stated, “I can’t say that I have heard of doing this, but it certainly seems like a brilliant idea. In this manner, we can learn what worked and may not have worked in a client relationship while also trying to wrap up the relationship in a positive fashion.” From serving ‘smaller clients’ to dealing with proprietary stock, this article provides a meaningful starting point for important discussions around client service.