In today's competitive marketplace, it's critical that your business runs like clockwork. Investors have more options than ever before. In order to succeed as a financial services professional in the new millennium, you must add value for your clients beyond the core product. But how can you deliver on your promise of service without getting buried? Find out how to design a win-win business model to create customers for life.

Developing a Client-Centered Business
Who do you want to serve? Lowest-Cost or Greatest Value?
The costs of the traditional business model
What would your clients say?
Six Steps to Adding Value

Defining Your Ideal Client
What is an ideal client?
Prudent Investors, Thrill Seekers and Guru Groupies

Determining What Your Clients Want and Need
Conducting research interviews
Creating an informal board of advisors

Developing Value-Added Processes
Keys to adding Value
Providing the "Total Solution"
What clients want from an advisor
Specific processes for adding value
Ideal service meeting agenda
20 Ways to pamper your best clients

Organize Your Business to Add Value
Sales-Centered Model vs. Client-Centered Model
Assessing your current business
Creating a client-centered team
Managing people and processes
Documenting your procedures

Summary