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

Financial Advisor Success

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Is Your Segmentation More Functional Than Revenue?

I think about a lot of traditional advisory firms sort of an A and B or A, B and C tiers. So does that mean your segmentation really is more functional? Like this, the, the executives offering the retirees offering and the business owners offering as opposed to just revenue tiers. Just, am I interpreting that right? Yes, it's definitely more functional for us. And so at the end of the day though, with 125 households and with my straw, you know, having a really good, strong team, I think our clients all get, youknow, a level of service.

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