Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran
Financial Advisor Success
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How Do You Build Customized Portfolios for Clients?
We are your concierge service. We go above and beyond in our client service. And we've done a lot of things for our clients that, you know, I like to think most advisors don't do in an average capacity. You end out with a pretty good alignment of really complex clients and that with more touches because there's more stuff going on for which they pay a fee that's commensurate to the additional work.
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