Practice Management Takeover with Amanda Jarvis, Senior Business Consultant with Cetera Financial Group [54:39]


Attaining Organization and Profitability

Industry studies show that most financial advisors spend the bulk of their time with their top 20 to 30 clients, but don’t know many of their clients further down the list. They also don’t know how unprofitable most of their clients are, and don’t have a formal written service agreement that shows what they do for each level of client. We want to take you through the process of how to successfully segment your clients and know how much each one is making for you. We will also show you solutions for unprofitable clients, and how to set up service offerings, along with utilizing those services with each of your clients in Redtail.

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