Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
Are You Focused on the Investment Portfolio?
A lot of advisory firms do the retirement planning or projections in part earlier in the process, because that's often what drives to an investment policy statement. Do you split that apart? Is it amove point, cause you're primarily a retainer, monthly subscription planning model, so you're just not focused on the investment portfolio)? We feel like the investments are the tool that get you to your bolls. So we separate out those investments with whatever bois and so then retirement may just come later. Because you're tating to cover the other ones.
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