Episode 25: Next Steps for Needy Clients

While bear markets can be a lot of work, they also create the best opportunities to grow.  Some clients will leave their advisors due to poor communication or poor performance, and do-it-yourselfers will realize they need help.  Now may be the best time to consider right-sizing your client list.  In other words, letting go of your most difficult clients and replacing them with new, less stressful clients that appreciate your efforts. 

What’s the best approach to starting a “right-sizing” program?

Pinnacle CEO John Hill will walk you through a series of questions and answers to ask regarding your work strategy, your client acquisition approach, your retention needs and how to evaluate your own per-client profitability.