10/09/2026
What is the secret to 26 years of business growth and peace of mind?
A simple Excel sheet and smart client categorization! ๐ If you are a mutual fund distributor spending too much time on the wrong tasks, try this proven A-B-C method (you can find the exact template on the Masterstroke website!).
Here is the strategy:
Focus your primary energy entirely on Category A clientsโthe top 20-30% who generate 70% to 80% of your total business and AUM. For Category B (20% of AUM) and Category C (10% of AUM) clients, simply be responsive and helpful when they ask for suggestions, but protect your schedule.
Discipline in this one activity will help you beat the industry average AUM growth while finally giving you your time back! โฑ๏ธ๐
Tag a fellow distributor who needs to hear this!