Client Service Model

CFG’s Client Service Model gives advisors in the Financial Planning Mastery Division a structured framework of touchpoints, best practices, and ongoing engagement designed to strengthen client relationships and elevate the overall experience.

RESOURCES:

Client Profile

Below is the definition of each of the client segments that we follow. Utilize this spreadsheet to define client categories into A, B, C, and D Clients based on the several factors listed in each column.

Enter Client Name and total AUM
Enter your estimate for this client’s category in column K
In the subsequent columns L-S, enter the rating of this client in each category based on the table at the bottom of the spreadsheet using numbers 1-4 that correspond to A-D ratings.
- For example: A client with a Net Worth < $500k would get a 2 in column L. The same client with +4 referrals would have a 4 in column R
The client’s actual categorization will reflect in column T, which is based on a grade point average as illustrated at the bottom of the spreadsheet.
- A=4, B=3, C=2, D=1
The Client Experience Model for reference is located on tab two of the sheet

*Note the Client Service Model is for A, B, & C Clients. The purpose of identifying D clients is to recognize who falls below C profile definitions to determine an appropriate exit strategy.

A CLIENT

NW

Total Investable Assets

HH Income

Ages

Initial Revenue

Recurring Revenue/Yr

Referrals

Products

$2,000,000+

$1,000,000+

$400,000+

45–60

$10,000+

3+

4+

B CLIENT

NW

Total Investable Assets

HH Income

Ages

Initial Revenue

Recurring Revenue/Yr

Referrals

Products

$500,000–$1,999,999

$500,000–$999,999

$250,000–$399,999

35–44, 61+

$5,500–$9,999

2

3

C CLIENT

NW

Total Investable Assets

HH Income

Ages

Initial Revenue

Recurring Revenue/Yr

Referrals

Products

$150,000–$499,999

$150,000–$249,999

28–34

$1,000–$5,499

$500–$5,499

1

2