

SFP 87: A Revolution in 'right-sizing' a client base
Oct 2, 2023
Sandy Johns, owner of Revolution Financial, discusses how she right-sized her firm's client roster for better work-life balance. Transitioning to a subscription model increased revenue and efficiency. She highlights the benefits of remote work and video meetings. Starting the client base transition early, raising prices, and finding fulfillment outside of work were key strategies. Expresses gratitude for networking groups.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Right-Sizing the Client Base
01:50 • 21min
Moving Towards a Subscription Model
23:13 • 10min
Remote Work and Video Meetings
33:22 • 5min
Transitioning Client Base, Raising Prices, and Finding Fulfillment
38:19 • 3min
Expressing Gratitude and Appreciation for Networking Groups
41:36 • 3min