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Even Right-Sizing is Client-Centered
2018-06-11 • 20 second read

Just so there is no mistake: Everything you do is client-centered, whether meeting with a client’s friend, recruiting a protégé or conveying the full array of your services. Everything is client-centered, including right-sizing. If you have too many clients, or clients you cannot stand working with, no one wins, and that has to be the core principle that governs right-sizing.

Excerpt from The Advisor Playbook: www.paretosystems.com/the-advisor-playbook

Learn how to stay client-centered through our Total Client Engagement Process: www.paretosystems.com/total-client-engagement

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