So you do 85 things for a client over the lifetime of a relationship...

It's not the 7 pillars encompassing 85-plus things we want them to focus on, it's one thing; that you've developed and refined the process that puts every piece of that puzzle together as a client’s life unfolds and their needs evolve. They can't outgrow your process, they'll grow into it as critical life events occur and their life progresses. This is how you become their personal CFO.

Learn how to develop and refine your process to make yourself indispensable to your clients, join me and a small group of elite advisors at one of our upcoming Mastermind sessions: www.paretosystems.com/mastermind-total-client-engagement