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Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office With Ali Swart

Financial Advisor Success

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Is That a Low Client to Staff Ratio?

Waldron has a full time staff of 75. About half, maybe slightly more than half, are on our advisory staff. People that may not be considered part of our advisory staff and delivering advice directly to clients still have a massive role in the support of the advisors and the firm itself. The operations team is an important part of how we scale in the future.

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