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

   "You can't possibly grow your business unless you fire 3/4 of your clients - applying the 80/20 Pareto rule"
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  • 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…

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