
Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran
Financial Advisor Success
How Do You Segment Clients?
The complexity of their situation and also the stage that they are in life. So we do look at clients from the complexity of what type of planning they have. Some clients don't have the stock compensation component, which can be very complicated. Or how do we work around a concentrated stock position? Right. What type of portfolio do we create for those clients who have a lot of company stock that they can't sell because we don't want to incur taxes?"
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