“They’re able to check if clients have sent emails, generate Facebook posts, match inventory orders… we saved them about 15 hours a week.”
♫
Said on Build With AI
“We listed everything we want to do… the number we came out to was 70. 70 clients is what would work. 70 clients is our maximum.”
Michael Yoder · Financial Advisor Success · Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder
Play from 12:26
12:26
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Calculated total hours needed per client, divided by annual workable hours, and set a firm maximum of 70 clients to match lifestyle goals
70 clients (maximum), 177 prior clients
Said nearby on the same subject
“If your goal is to earn $10,000 a month as a coach and you're selling coaching sessions for $100 an hour... a high-ticket coach might sell for $3,000, $5,000, or $10,000 per client.”
♫
Said on Life Coaching Secrets
“It's a simple formula. And what it is, is it calculates a ratio, a number that takes your net operating income divided by your total annual debt service, your debt payments, and it gives you a number that can be used to compare.”
HL
Henry Lopez
The How of Business - How to start, run, grow and exit a small business. ·
“Saying no to the wrong clients is how you end up saying yes to the right ones. Every single hour you spend accommodating someone who shouldn't be your client is an hour you're not spending on someone who should be.”
RL
Ryan Lozanis
Future Firm Accounting Podcast ·
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