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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The Advantages of Working With a Custom Home Builder
The planning is ongoing. We don't do a plan then put them in a portfolio. Every time we place a trade, we email the client. They know that if I own 30 percent bonds and my neighbor owns 10, our returns probably aren't going to be the same. To me, it's like a custom home builder versus a spec home builder. If you hire someone that does custom stuff for you, it doesn't look like everyone else's.
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