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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
Music is Arp Bounce by Geographer
Does the emergence of new technologies such as TAMPS and roboadvisors have
Is it actually possible for financial advisors to get leads from social
Despite what is commonly believed, financial advisors aren’t competing with the robos;
If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.
