S1:E19 – Client Segmentation

In this episode of Advisor Skinny, Mike dives in to the 80/20 rule that state approximately 80% of revenue is generated by 20% of clients. Mike goes a little deeper and suggests that the top 5% of clients are generating about 40% of revenue, the top 10% of clients are generating 60% of revenue, and so on. Figuring out these these numbers can transform the way business is managed. Join Mike as he explains how.



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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