marklewin1's avatar
marklewin1
Valued Supporter
4 months ago

The Ideal Client Calculator

A Strategic Tool for Defining, Attracting, and Retaining High-Value Clients Introduction Financial planners often commence their professional journey by welcoming virtually any client to establis...
practice management
courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
4 months ago

This is gold marklewin1​. I na time where the cost to serve is so high and most advisers generally want to help as many people as they can, making sure you are helping the right clients, amplifies the value you can add.

As you said " not all clients are good for business. Every client introduces time, compliance, and capacity costs - and when these outweigh the value a client brings, the business loses efficiency, focus, and margin." 

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