Attracting the right clients that fit with your team… Pareto Coaches Network SPOTLIGHT!
Elaine Christakos is one of my trusted consultants and is a senior level results-oriented professional and strategist with two decades of management and coaching experience in the financial services sector. Here is more from Elaine: www.paretosystems.com/coach-elaine-christakos
“A team that I work with had plateaued at a pretty respectable level of production. We worked together to find efficiencies and gaps in their current processes and found that they were so busy adding clients that they didn’t realize they were making their business “bottom heavy”.
Once we applied the 80/20 rule, and introduced a stringent fit process into their new client onboarding, their world changed. They no longer focused on bringing in a volume of clients, they focused on attracting the right clients that fit with their team.
“Empowering” is the word I love to hear when advisors realize that they no longer have to struggle, and that they have the ability to attract clients that align with their skill and philosophy.”