Would you enjoy being a client of your own practice?

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January 15, 2020

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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.

Resources

The 70 Deep Model

Sara Grillo Membership

Music is Arp Bounce by Geographer

Any questions? Send 'em in!

Podcast

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Is the 1% financial advisor fee dead and gone? Welcoming in the flat fee TAMPS.

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Despite what is commonly believed, financial advisors aren’t competing with the robos;

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Would you enjoy being a client of your own practice?

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

RELATED POSTS

What it Takes to be Insightful with Bill Bengen

Tips for financial advisors who are CFA® Charterholders

Is the 1% financial advisor fee dead and gone? Welcoming in the flat fee TAMPS.

Don’t Fight the Robos! – with Betterment’s Cara Reisman

Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me

Would you enjoy being a client of your own practice?

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

RELATED POSTS

What it Takes to be Insightful with Bill Bengen

Tips for financial advisors who are CFA® Charterholders

Is the 1% financial advisor fee dead and gone? Welcoming in the flat fee TAMPS.

How I Built My Lead-Generating Social Media Empire with Winnie Sun

Don’t Fight the Robos! – with Betterment’s Cara Reisman

Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me