“Retirement” sounds so final, but it needn’t be. What if there were a way to enjoy the best of both worlds?
If you’re not quite ready to let go, there is another option: keep your best clients while still profiting from the rest.
Do you want to:
We all know that not all clients are created equal. There are those you love to take for an afternoon of golf, out for lunch at the new restaurant in town, or to a Red Sox game – and then there are those you hardly see, let alone enjoy spending
Shed your less productive, less engaged clients and focus only on those you enjoy working with.
While you now have more time to spend doing the things you love, the TAG TEAM will be hard at work gaining more revenue from your least active clients. We will determine if there are additional products and services they can benefit from, we will reach out to the next generation of these clients (when applicable) to bring them on board, and best of all, we will share any incremental revenue generated with you!
Fill in the form below for answers to this and any other questions about TAG and the TAG TEAM model.
At no cost to you, we will show you how a practice is valued and give you a planning concept that you can take to your clients immediately.
Contact us to learn more and see how we can help you transition to the next phase of your career while still serving the clients who got you where you are today. Simply fill out the form above and we will be in touch.