Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge
Financial Advisor Success
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The Business Model of a 40 Year Old Client Couple
So out of curiosity, you had said earlier, like your business model is has a big AUM component. So can you help us understand just what the business model is at this point, like who the target clientele actually is? Sure. The, I mean, but if I'm going to be very specific, it's the 40 year old client couple, they're both working. They have one or two children and they make $500,000 in household income up to 750 in some cases. And they are really looking to take advantage of that cash flow by growing their wealth because they're not typically coming from wealth, right? There's a very delicate balance between living it up now
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