• The Grading Bullet

  • 2025/03/31
  • 再生時間: 11 分
  • ポッドキャスト
  • サマリー

  • START - Got 10 minutes? That’s all it takes to sharpen your practice! In this episode of the Bissett Bullet podcast, Martin Bissett delivers two actionable insights to help you grow your firm—without the overwhelm.

    Have you ever been told to grade your clients A, B, C, and D, but never shown how?

    In this episode of The Bissett Bullet, we demystify client grading once and for all. You've heard the advice—there is no system to make it work.

    Part 1: Why Grading Matters

    Grading your clients helps you prioritise where your time, energy, and resources go. It clarifies who you should grow, who you should retain, and who may no longer fit. It's not about someone else's formula—it's about building a simple system that works for you.

    Part 2: A Simple, 5-Point Grading System

    I walk you through a fast, practical way to grade clients using five criteria: fee, location, scope, people, and capacity. Hit all five? Grade A. Miss one? Grade B. Miss two or more? You get the idea. It's easy to apply and gives instant insight into your portfolio.

    Want to grow your firm without being overwhelmed? Get daily, bite-sized, actionable advice that is easy to implement and budget-friendly. This is The Bissett Bullet with Martin Bissett.


    ---

    Ready to grow your firm with practical, no-nonsense advice? The Bissett Bullet podcast gives you bite-sized insights you can implement today.

    Visit www.bissettbullets.com for more resources.

    Proudly associated with CPA Trendlines and brought to you by FreeAgent and 4impactdata.

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あらすじ・解説

START - Got 10 minutes? That’s all it takes to sharpen your practice! In this episode of the Bissett Bullet podcast, Martin Bissett delivers two actionable insights to help you grow your firm—without the overwhelm.

Have you ever been told to grade your clients A, B, C, and D, but never shown how?

In this episode of The Bissett Bullet, we demystify client grading once and for all. You've heard the advice—there is no system to make it work.

Part 1: Why Grading Matters

Grading your clients helps you prioritise where your time, energy, and resources go. It clarifies who you should grow, who you should retain, and who may no longer fit. It's not about someone else's formula—it's about building a simple system that works for you.

Part 2: A Simple, 5-Point Grading System

I walk you through a fast, practical way to grade clients using five criteria: fee, location, scope, people, and capacity. Hit all five? Grade A. Miss one? Grade B. Miss two or more? You get the idea. It's easy to apply and gives instant insight into your portfolio.

Want to grow your firm without being overwhelmed? Get daily, bite-sized, actionable advice that is easy to implement and budget-friendly. This is The Bissett Bullet with Martin Bissett.


---

Ready to grow your firm with practical, no-nonsense advice? The Bissett Bullet podcast gives you bite-sized insights you can implement today.

Visit www.bissettbullets.com for more resources.

Proudly associated with CPA Trendlines and brought to you by FreeAgent and 4impactdata.

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