“We tell people to expect 30 minutes… the intro call was to prevent the discovery meeting from going sideways.”
MK
Michael Kitsis
Financial Advisor Success ·
Future Firm Accounting Podcast · Not All Churn Is the Same
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Add a 30-minute strategy call twice a year to the basic service tier
“We tell people to expect 30 minutes… the intro call was to prevent the discovery meeting from going sideways.”
“Pull the list of every client who's left your firm over the past year or two, and put a dollar figure next to each one along with the specific service tier they were sitting on when they left… look at the timing too, alongside the price point.”
“I describe a tool in the book that is called the pony process, which is basically a way for you to add speed bumps in between those four different elements...”
“When you charge even $5 for a return label, the return rate drops by nearly 15% because people start thinking twice before clicking add to cart”
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