Lesson Category: Scorm File

Identify the clients whom, if you were to replicate again and again, would be the foundation for a profitable firm and an enjoyable and rewarding…

Having strong convictions about what you value and keeping them front and center in your life, keeps you balanced and focused on the most important…

This course is designed to help advisors define their ideal clients. By the end of the course, advisors should be able to create an ideal…

Adjust your client experience processes to align with your client segments.

To effectively segment your clients, use the Client Segmentation Spreadsheet to begin the process.

Evaluating and assigning your clients to different categories allows for your firm’s resources to be used effectively.

This course provides tools to make client segmentation simple. With the information you gain, you can then create a plan for client service, communication, and…

Explore six steps to success by implementing an Advisory Council. Step 1: Select ClientsStep 2: Determine DetailsStep 3: Invite ClientsStep 4: Prepare for MeetingStep 5:…