Ep 166: How Organic Growth Begets More Growth: The Size Bonus Of Building A Local And National Advisor Brand with Peter Mallouk
Financial Advisor Success
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How to Handle Unmanaged Nobel Accounts on an Asset or Management Basis
Today we manage around 50 billion, all of the dollars on the ADV are managed bill accounts. Separate from that, about 4.5% of our overall assets are in unmanaged Nobel accounts. So they don't go on the ADV and we will hold an unmanaged Nobel account and a separate account. But you have a risk with every account you hold, right?
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