Segmenting Your Clients: Services vs. Deliverables

Segmenting Your Clients: Services vs. Deliverables

  Advisors & Planners are always looking for new ways to demonstrate the value they bring to client relationships. The Problem:  Advisors & Planners assume that a client’s AUM defines the service they deserve.  Just because a client has high AUM doesn’t mean...
Unlike the book…I sweat the small stuff

Unlike the book…I sweat the small stuff

Believe it or not, Don’t Sweat the Small Stuff and the book series that followed, recently turned 20 years old!  It was a simple yet relatable concept at a time we needed the reminder - stop worrying about the little things.  Then the authors broke the news…it’s all...