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Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski

Financial Advisor Success

CHAPTER

How Do Small Firms Compete With Massive Firms?

Small boutique firms can compete or even be in the same playing field with massive firms but I find there's a bottleneck at the advisor level. The client can only experience the advice through a person or a team and that that time is limited. It's an enjoy framey it's about protecting the profit to give the time because like to serve the clients the way that you want to serve them.

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