The Efficient Advisor: Tactical Business Advice for Financial Planners 327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients
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Dec 2, 2025 Explore the art of revamping client service models to skyrocket profitability while enhancing client experiences. Discover the strategies to overcome mental blocks surrounding pricing and segmentation. Learn how to calculate true revenue per hour and align service levels with profitability. Get tips on effective client segmentation and managing service without sacrificing quality. This insightful discussion empowers financial advisors to design a sustainable practice that delights clients and benefits their teams.
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Service Model Prevents Reactive Overwhelm
- A clear client service model prevents reactive scrambling and preserves advisor capacity.
- It also plugs into referrals by creating a consistent, referable experience.
Set A Revenue-Per-Hour Guardrail
- Calculate a baseline revenue-per-hour to guide service capacity decisions.
- Divide each client's recurring revenue by that hourly rate to set how many hours you can afford for them yearly.
Segment Your Book By Recurring Revenue
- Run a household recurring-revenue report (exclude first-year commissions) and sort top-down to reveal natural breakpoints.
- Use those breakpoints to create three simple segments and avoid overcomplicating tiers.