As your advice business grows, so too does the need for structure. Without a clear service model, it’s easy to over-service some clients, under-serve others, and stretch your team too thin. A well-designed, scalable service model helps ensure every client receives the right service at the right time—efficiently and profitably.
Why Structure Matters
Think of your service model like a flight schedule. Passengers (clients) need to know what they’re getting, when they’ll get it, and what’s included. Without that clarity, confusion, missed expectations, and lost loyalty follow. A clear model ensures:
- Consistent delivery across your team
- Time is allocated efficiently
- Clients understand the value they receive
- Your pricing reflects your effort
Segment Your Clients
Start by grouping clients based on value or complexity. Then define appropriate service levels for each group.
Sample Tiered Service Model:
| Tier | Reviews | Access | Tools and Extra |
| Platinum | Quarterly | Direct Adviser | Custom Reports, strategy |
| Gold | Biannual | Adviser team | Portfolio reports |
| Silver | Annual | Portal Only | Summary reports, tips |
Use AstuteWheel to improve key touchpoints—meeting prep, review packs, digital fact-finds—and streamline delivery for each tier.
Build Scale Through Systems and Delegation
Use your team to full effect:
- Support staff can manage onboarding and paperwork
- Advisers focus on high-value interactions
- AstuteWheel workflows ensure no step is missed
Align Pricing with Value
Clients are happy to pay when they understand what they’re paying for. Flat-fee or subscription models create fairness and predictability. According to J.D. Power (2024), clients who understand their fees are 28% more likely to recommend their adviser.
Service Model Updates
Just like investment portfolios, your service model needs ongoing review. Are you delivering the right value? Are some clients underpaying or over-served? Is your tech doing the heavy lifting?
