Financial Planners need to apply the 80/20 rule Pareto Principle

• Proof that you are losing money on up to 80% of your clients. The 80/20 rule in indisputable color with calculations to prove it.
• How simple segmentation of a client base that dramatically increases the value of your time and therefore income.
• How much client contact is too much and how much is too little?

A selection of the slides from Paul’s Pointpoint presentation…