Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran
Financial Advisor Success
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Do You Have a Client Segment?
It's not, it's not a sense. There are clients you have to take a call and serve. Right. So we know that these particular clients, we definitely have to talk to them more because they've got the stock options. They've got equities and they've got bonus structures where we have to do more tax planning. Whereas we've got these retired clients, they don't have as much planning in the sense of, of tax planning per se, right? Because they're not getting bonuses that are varying from year to year. And so that segment of clients are less complicated just for them by the nature of they just don’t have as much going on. Like
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