Profitability begins and ends with client satisfaction, which has a calculable impact on the bottom line. This module presents four classic client archetypes - Beneficial, Opportunistic, Experiential, and Demanding - and their respective behaviors that can impact your firm’s success, positively or negatively. With a goal to define an optimal client base, upon completion learners will understand the foundational connection between experience and income, and have the tools to start to assess the behavior of existing clients and identify new targets.