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Remember to Prioritize Your Existing Clients

S.H. – How Is This For Clarity?

What percentage of your clients are A, B & C Clients?

Let’s work on developing the language and forms to document and communicate the level of service that your A, B & C clients are going to receive for 2006 so that you are in charge and that you are not at their beck and call.

Remember it is your business.

Perhaps some of the B & C clients may not appreciate the service level that they will receive in 2006 and it may be best if they find another advisor creating space for more A clients for you.