The Pareto Principle states that for many events, 80% of results come from 20% of causes. For you, that means that 80% of your revenues come from 20% of your clients. Or conversely, 20% of your clients cause 80% of your problems. This is fairly common knowledge, yet the majority of financial professionals don't fully apply it in their practice. And the consequences of this can be disastrous.

So how do you set up a turnkey client service model that results in your best clients sending you more business and referrals, while you and your staff work more happily and efficiently? How exactly do you segment your client base and put your service model on autopilot? And finally, how do you deal with less productive clients?

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