Our Business Development series continues here with a look at your client bank. You can segment clients in many different ways. This approach, developed by Adviser Home partner, David Shelton, author of the Business of Advice, looks at the fundamental question of your client’s relationship with you. How they relate to you can determine their long term value to your business.
Take a look at the brief PDF – it provides an easy way to assess your clients and determine where the value lies.