Archives / 2015 / April

A Client Base for High Valuation

A Client Base for High Valuation

(This blog can also be found at the FPA Practice Management site: http://practicemanagementblog.onefpa.org/2015/04/07/identifying-advice-is-powerful-differentiation/) Wealth management professionals face a key business constraint in the limited number of advice-giving hours in a day. Since revenues are ultimately tied to the value of each advice hour, at capacity, an adviser’s growth options are l ...[Read More]