Why I Use an Open Client-Service Matrix to Segment My Clients

What's Working Now: When many advisors think of assigning clients to different tiers of service--A-clients, B-clients, etc.--they see it as something to hide from the clients for fear of making someone think they are getting the short end of the stick. But this advisor openly shares her Client Service Matrix with her clients, and this puts everyone on the same page about service expectations. Her clients love it, and it opens up new ways that they can work together.