Upgrade, Graduate, or Just Keep Playing Office [Episode 252]
The Perfect RIA
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Evolving Financial Practices and Client Segmentation
The chapter discusses the need for advisors to adopt a business owner mindset to grow their practice, focusing on providing value to clients. It emphasizes understanding one's strengths, specializing in a specific client segment, and letting go of clients that no longer align with the services offered. The speakers highlight the importance of treating all clients equally in financial planning, providing top-tier service across service levels and fees to avoid reputation risks.
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