You’re not logged in!
You’ll need to log in to get access to all of the premium content on this site.
You’ll need to log in to get access to all of the premium content on this site.
We teach Financial Advisors how to become 'The Only Game In Town'
Develop a specialized list of existing and potential clients that will guide you step-by-step through building your Ideal Client Community.
What is the Annual Recurring Revenue Exercise, and why is it useful?
In order to complete the Annual Recurring Revenue Exercise, you’ll need to calculate two crucial numbers: your PMARR and your Cost to Serve Clients.
Build your list of existing and potential clients
Separate your list so you can clearly see who is and is not profitable
Account for unique client situations by categorizing each person on your list
Create a process for each category on your list
Take action—start contacting the people on your list
What to do with Non-Ideal Clients once you've identified them
What needs to happen each day to keep the ARR up to date
A final word from Mark McKenna Little