How to Talk to Retail Clients

I think this is, I feel like there could be a golden age for retail because there's just so much stuff available. For me as a smaller boutique firm, the scalability really is in working with financial advisors Because they represent a large number of households simultaneously. From a regulatory perspective, you have to have a special license to technically sell to individuals versus it's a different regulatory burden to sell to financial professionals. So those are those are business choices you have to make.

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