5min chapter

Financial Advisor Success cover image

Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Financial Advisor Success

CHAPTER

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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