This book is a concise summary of an implementable process that will help any business, especially in the financial industry, identify key clients, focus more effectively on what matters to them, and service them to the point that you replicate these top clients/customers and grow your business in a way that makes both your and your clients' lives better.Your key customers benefit from receiving a higher level of service and you benefit as you focus more effort on fewer relationships with those you most enjoy and who benefit your business the most.Our team was fortunate enough to learn this process while Rob worked at our firm and since adopting this approach our key clients have become much more satisfied, our team enjoys work, and our business has grown, counter-intuitively by working with less people. By reading the book and revisiting the concepts we have gained momentum in setting goals for next year.
I recommend reading this book and taking to heart its concepts if you want to be challenged and grow.
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