A ‘clean’ client book beats a big book

by

Ed.

From www.professionalplanner.com.au: A clean client book, characterized by efficient workflows and well-defined client fit, can be more valuable than a large client base, according to financial advisers.

Successful practices prioritize systematization and strategic delegation, allowing advisers to manage higher volumes of clients without sacrificing service quality.

The ideal number of clients varies among advisers based on service models, with some recommending a focus on fewer high-value clients that yield greater stability and profitability.

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