The topic for our August Fee Builder resource pack offers a slightly different perspective on the well-known strategy to minimise the effects of the 80:20 rule: that 20% of your clients take up 80% of your time. Many of the clients that make up the 20% will not appreciate your advice, are not willing to pay for your advice, and fit the description “expect something for nothing”.

Removing “E” clients and promoting clients to the A and B groups will increase your average fee per client and the uptake of advisory services.

This month’s pack includes:

  • A scope and implementation guide, and
  • An update you can distribute to staff

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