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