Most advisors think fueling practice growth means saying yes to every opportunity. But what if the real path to profitability is knowing when—and how—to say no?
In this webinar, founder and CEO of Wealth Wise Consulting, Jeffrey MacDonald breaks down the counterintuitive approach that’s helping financial advisors scale faster, reduce stress, and serve their best-fit clients more effectively.
Backed by 20+ years of experience and real-world advisor stories, Jeffrey shares practical steps for building a thriving practice—by turning away the wrong prospects and clients.
You’ll learn:
- Why taking on every client can hurt profitability, reputation, and client satisfaction.
- How to identify the red flags of indicating a misaligned prospect.
- Ways to gracefully turn down business while protecting future opportunities.
- Real examples of advisors who achieved more with fewer, but better-fitting clients.
Whether you're just starting out or re-evaluating your current book, this session gives you a proven framework to grow smarter—not just bigger.
Take this 5-minute quiz after the webinar to earn 1 free CE credit #
Based on Jeffrey’s insights, we also created the 4-Fit Framework for Qualifying Clients —a practical tool to help you assess client fit before saying yes.
