Ashley DeSteiger · Financial Advisor Success · Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger
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Reduced client churn to 5% annually by selecting clients based on revenue and engagement rather than trying to keep all clients
5% churn
“Only one client on that entire churn list was priced at anything close to a reasonable rate… his premium clients weren't going anywhere at all… A price increase strategy still made sense for this firm overall because his best clients weren't leaving at all.”
“About 50% of our clients have engaged with that. That was great for CTS and great for our clients.”
“I’d rather have a prospective client try to negotiate… I’ll ask what range they’re looking to be in… maybe we can change a couple of things… I’d rather have the job than not”
“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
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