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Take action: Re-segment your clients for greater efficiency
Many advisors unintentionally spend too much time on clients who don’t align with their growth goals. Re-segment your book based on asset level and planning complexity, then tailor your service model accordingly. Use automation and team support for less profitable clients and reserve your time for high-impact relationships. Models can help you support smaller accounts more easily, and free up more time for financial planning and client engagement.

Bottom line: Smart segmentation helps you serve your best clients better—and scale without burning out.

Next steps to consider

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