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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!
Related: DIY AI: Simple Automation Strategies for Financial Advisors