Every advisor should be able to rationalize what they charge
Often, only a small portion of clients are generating a large majority of the revenue.
It’s about more than multiple of revenue.
Generation-proof your business to ensure growth opportunities as boomers retire.
More advisors should focus on a niche market by having the breadth and depth of knowledge to offer value.
In legal firms, accounting firms and doctors’ practices, specialists make more money than generalists do. Why do financial advisors staunchly resist specializing?
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