
Six Hidden Benefits of Client Concentration
2Bobs—with David C. Baker and Blair Enns
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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