To Heck with Having More than 100 Clients. Go Deep not Broad!

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Sara Grillo, CFA

Sara Grillo, CFA

Bringing transparency and logic to financial advisor marketing

发布日期: 2019年9月19日

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Most financial advisors are making life painful by sacrificing depth of client relationship for volume. This doesn't work anymore; to heck with the idea of having 100 or more clients. Consider the “70 Deep” model.

Read about how to go 70 Deep here.

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