249: Impact Score: Rate Your Client Service Model

The Efficient Advisor: Tactical Business Advice for Financial Planners

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3M ago 27:39

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Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you can determine if it’s time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients.

Key takeaways from this episode:

How to use the Impact Score (1-4 scale) to evaluate meetings, webinars, events, and client touchpoints
Why some of your long-standing service offerings may no longer be as valuable as you think
The power of "killing your darlings"—eliminating low-impact, high-effort activities to free up resources
A step-by-step process to audit your service calendar and maximize value for your clients
How to shift your time and energy toward more high-impact activities that create real client engagement

By the end of this episode, you’ll have a clear framework to assess whether your efforts are truly moving the needle or if it’s time to redirect that energy elsewhere. Let’s make sure every touchpoint in your client experience is purposeful, impactful, and worth your time!

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Episode 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer

Episode 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

Episode 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*

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Chapters

1. 249: Impact Score: Rate Your Client Service Model (00:00:00)

2. [Ad] Audience Connection (00:13:50)

3. (Cont.) 249: Impact Score: Rate Your Client Service Model (00:14:38)

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