Focusing on too large a book of clients can cause advisors to be scattered and, in many instances, their businesses may be less profitable.
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Focus on Deep Relationships to Increase Profits
- Saturday, Sep 28 2019
- Practice Management
- Written by PFA News
Rather than focusing on capturing a large number of clients, advisors may be well served by focusing on developing deep relationships with 70 investors. So writes marketing consultant Sara Grillo in a recent column for Advisor Perspectives.