The 4-Fit Framework for Qualifying Clients

“You have to define your service model and ideal client profile. Once you have that, it becomes easier to say no—and to grow.”
— Jeffrey MacDonald, Wealth Wise Consulting

Too many advisors take on clients who drain their time, energy, and profitability—without realizing the long-term cost.

In our latest CE-eligible webinar, Jeffrey MacDonald shared hard-earned lessons from 20+ years helping advisors grow smarter. His advice?

“It’s okay to say no. And sometimes, it’s actually the best thing for you—and the client.”

To help advisors put that into practice, we created a simple, actionable tool:

The 4-Fit Framework for Qualifying Prospects and Clients.

Get the Full Story in the Webinar

“Profit by Saying No: The Unexpected Strategy for Bigger Growth”

In the webinar, Jeffrey shares how the most successful advisors:

• Turn down prospects who are a poor fit—without burning bridges

• Improve profitability by serving fewer, better-fit clients

• Protect their reputation and reclaim their time

Watch the webinar here and get a CE Credit.