2Bobs—with David C. Baker and Blair Enns cover image

Six Hidden Benefits of Client Concentration

2Bobs—with David C. Baker and Blair Enns

CHAPTER

The Dangers of Client Concentration

If you've got too many eggs in one basket, that's a yellow light or an amber light. 35 % is a red light, right? And i'm not towing the company line here. I would say most of my competitive adviser friends would be quite a bit more restrictive than me. But whatever that number is, you're going to violate it. When it happens, do something. Take advantage of it.

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