Thinking about your clients—not their assets—is the more important factor you can focus on. Once you get it right, no client will entertain going elsewhere or question what he or she is paying for. People know innately when they are being served properly.
Mitch Anthony is the creator of Life-Centered Planning, the author of 12 books for advisors, and the co-founder of ROLadvisor.com and LifeCenteredPlanners.com.