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50 Clients is the New 100.

Authors :
Kitces, Michael
Source :
Financial Planning; Dec2018, Vol. 48 Issue 12, p51-53, 3p
Publication Year :
2018

Abstract

The article focuses on financial advisors can prune their practices to focus on the most profitable individuals and advisor-client relationship was more akin to that of vendors and customers. It mentions research suggests human being can mentally manage more about 150 total interpersonal relationships and ongoing email communication and check-in meetings. It also mentions business models and advisor provides ongoing planning services along with investment management.

Details

Language :
English
ISSN :
07467915
Volume :
48
Issue :
12
Database :
Complementary Index
Journal :
Financial Planning
Publication Type :
Periodical
Accession number :
133555074