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In many practices, the larger and more profitable clients end up subsidizing the smaller clients. Would you enjoy this if you were that client? Would you really enjoy being a client of your own firm?
Financial advisors may only need 70 clients to have a good practice. Consider trying this 70 Deep Model.
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This episode of the Sara Grillo podcast was a game show featuring a famous judge and four financial advisor contestants.
Bill Bengen’s 4% Rule was a revolutionary insight that changed the way
From the perspective of someone who is both a CFA® charterholder and
