The Year-End Client Audit: Who to Keep, Who to Upgrade, Who to Let Go

Live Workshop
Tuesday, December 16th at 12:00pm Pacific

In this workshop, you'll:

• Learn the Client Profitability Matrix—a simple framework for scoring your clients on profit, energy, and strategic fit
• Audit your current client base and identify which clients fall into each category (Keep & Clone, Upgrade, or Exit)
• Understand the 3 types of clients to exit—and how to do it gracefully
• Create a plan to upgrade your client mix over the next 6-12 months
• Leave with ONE action you'll take before mid-January to start shifting your client mix

Who this is for:

Financial advisors and attorneys who want to be intentional about their client mix in 2026—not just reactive to whoever shows up.

What to bring:

Your lunch, a notepad, and your current client list (you don't need to share it—this is for your own audit).

Format:

60 minutes, virtual, facilitated. You'll learn a framework, audit your own clients, and discuss insights with other professionals.