Your Client Matters Blog

Your Client Matters Blog

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Your Client Matters Blog. Marketing strategies, systems and resources for the finance and associated industries.


Your ageing database may be the end of you

As your database ages, your trail income will decline as your clients reach the end of their working life and plan on paying out the family home. So if your exit plan is, say in the next 10 years, and your clients are on average aged between 45 and 60 now, they will be 55 to 70 in 10 years time.