Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals
Developing a Service Matrix I stress worth as the measure you need to be judged by, rather than cost. Let’s delve into how a Service Matrix can help smooth your route through transitions or troubled times and encourage clients to see you as deserving of your compensation while, at the same time, ensuring that you are investing your time on the clients who generate 80 percent of your income. Read more below… #practicemanagement #businessdevelopment #clientservice #thenextlevel #branding #business #development #theadvisorplaybook #wealthmanagers #financialadvisors
