Video Bundle 2 - FP Advance

Video Bundle 2

Understanding Your Client Base (segmentation, servicing, disengaging)

Video Bundle 2

Who’s It For?

  • Owner-Advisers
  • Practice Managers


Who do you love to serve?

Knowing who you work best with is the key to building a business that you love. Here’s how to identify which clients fit the bill, and just as importantly, which clients don’t.

Everything you need to know sits within your existing client data. This package of support will help you mine it quickly and easily.

In this coaching bundle, I show you how to identify the clients you work best with as well as some ethical ways to elegantly disengage from clients who no longer fit your business.

What you get

7 video training modules with accompanying workbooks, pdfs and cheat sheets to help you maximise the value you receive from your learning.

  • Video 1: Who Do You Work Best With?
  • Video 2: What Is Your Client Data Telling You
  • Video 3: Understanding Your Client Base (Part 1)
  • Video 4: Understanding Your Client Base (Part 2)
  • Video 5: Your Business Is Like A Car Park
  • Video 6: 7 Reasons You Can’t Let Your Clients Go
  • Video 7: How To Elegantly Disengage From Existing Clients Who No Longer Fit

Your investment

£399 (which includes your VAT)

(If you’re based outside the UK please contact us regarding a VAT-free purchase)