The Revenue Modeling Matrix
Step 1: Download the Excel worksheet below.
Step 2: Add your clients to the worksheet and segment using the following criteria:
Advocate: A client who has either referred or introduced you to a new HNW relationship in the past 18 months.
Client: A relationship where you are handling all of their finances.
Customer: A relationship where you are handling only some of their finances.
Add-on: A relationship where you are handling their accounts because of a relationship they have with one of your other clients.