The Distinctive Business Strategies of Leading Financial Planners
Financial advisers are continually raising the bar. There seems no limit to how far beyond good enough they're willing to go. But can planners maintain such high standards and still manage to grow a business?
Smart advisers put serving clients first, but not at the cost of survival. No surprise, then, that those on the cutting edge are looking beyond comprehensive client service; they're figuring out how to develop a practice model that attracts the kind of clients they want most and allows their business to grow. This requires an objective look at who they are and what they do best. It's a challenging process but one that can be eased enormously by the insight and experience of those who've completed it. So any adviser looking for a way to grow a practice and meet the higher expectations that clients now have can look to these models, which motivate and even inspire.
National and regional firms to sole practitioners and niche players can see how planners like Harold Evensky, Sheryl Garrett, and Charlie Haines started out from a place much like the one they're in now and arrived at another uniquely their own--and how to get there.
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