“Serving Fewer Clients Can Lead to a Big Payoff” By Ellen Bessner BABIN BESSNER SPRY LLP

Feeling overwhelmed with advisor obligations? Many advisors are. Ellen suggests that one of the ways for advisors to protect their licence, is by reducing the number of clients in their book of business and instead focus on their target market to grow the assets of those clients. In other words, do a better job with fewer, larger clients.

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