Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
249: Impact Score: Rate Your Client Service Model
Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you can determine if it’s time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients.
Key takeaways from this episode:
How to use the Impact Score (1-4…
The skinny
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