S1:E17 – Identifying Total Customer Value Within Your Practice

In this episode of Advisor Skinny, Mike discusses total customer value. This is the first number you need to know in order to grow your business. It is important to know what your average client is worth to you so that you can, first of all, figure out what can you afford to pay to acquire your next client. Throughout this episode, Mike walks you through a potential method for properly quantifying your client base.

Show Notes & References

The Chain-of-Secrets® Fast Track series takes the business building concepts and strategies of the live COS event and delivers them in a virtual format. Affiliated advisors are afforded the opportunity to learn from a distance and revisit specific concepts on their own time. As a part of our ongoing coaching and consulting with advisors, USA Financial uses this series as another business building educational resource to help communicate and train advisors on a variety of entrepreneurial topics.


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