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

Posted By Paul Watkins On 19th September 2006 @ 20:36 In Uncategorized | No Comments

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?

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URL to article: http://www.gotkeynote.com/80-20-rule-presentation/

URLs in this post:
[1] A selection of the slides from Paul’s Pointpoint presentation…: http://www.gotkeynote.com/fin_serves.ppt

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