you spot a potential opportunity. When you are out there networking and someone says “To be honest we don’t think our advisors/ suppliers are doing a good job for us at the most” it is just too tempting to say “We can do that” or “Oh we’re better than that” or ” Yes, I hear they’re not very good”
NEVER slag off the oppostion. It is bad form and there are no benefits whatsoever.You wouldn’t like the role reversed.Also, you are suggesting this potential new client made a bad judgement sometime previously when appointing those people.
Simply keep asking questions to move to a position when it is appropriate to move to the next stage…more soon