Join a program designed specifically to help women in wealth achieve professional and personal success - as defined by them.
Learn and implement with a group of like-minded women a series of best practices to bring excellence, balance and success to your practice.
CONNECT COLLABORATE ACHIEVE
Join a program designed specifically to help women in wealth achieve professional and personal success - as defined by them.
Learn and implement with a group of like-minded women a series of best practices to bring excellence, balance and success to your practice.
CONNECT COLLABORATE ACHIEVE
Join a program designed specifically to help women in wealth achieve professional and personal success - as defined by them.
Learn and implement with a group of like-minded women a series of best practices to bring excellence, balance and success to your practice.
CONNECT COLLABORATE ACHIEVE
Understand Your Best Client Profile
"If you are giving a lot of value. if you are making an impact in people's lives, it will be reflected in your bank account." - Millie Leung

What You Will Learn
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Define clear criteria for desired wealth/revenue, inspiration, and nurture of a Best Client
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Finalize your Client Classification process for implementation
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Establish clear criteria for accepting or rejecting a potential client based on wealth/revenue and inspiration
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Establish clear criteria for classifying existing clients based on wealth/revenue, inspiration, and nurture
How You Can Get Started
Define Your Client Classification Based on Your Best Client
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Review the following resources to get an understanding of our recommended approach to client classification:
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Use a digital or hardcopy of the Client Classification Worksheet.
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You can ‘click & type’ your digital version or complete it by hand on the hard copy version.
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Review the worksheet and carefully consider the criteria you want to establish based on the work you have completed in the previous Best Practice, "Your Vision".
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Next, begin to complete the worksheet as follows:
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Step 1: Outline the criteria for your Best Client – This defines the type of Best Clients you want more of going forward.
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Step 2: Define your Knockout Factors – This defines the type of clients you do not want to bring on going forward.
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Step 3: Create your Client Classification Framework – using the work you have done in Step 1 and Step 2 you can begin to create a meaningful framework for sorting and organizing your clients.
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You may want to read the Best Client Profile & Knockout Factors Samples to help you begin.
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Discuss the Best Client, Knock-Out Factors and Client Classification with your team.
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Put the Client Classification Worksheet in your Procedures Manual.
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Create, or assign, a field in your CRM to display the new Client Classification designations.
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We do not recommend you code all your clients until you have fully completed the next Best Practice.