This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall discussed the challenges financial advisors face in managing and segmenting clients—especially the risks of carrying too many low-value relationships. They explained that solo advisors should aim to serve about 150 clients, while team leaders should keep caseloads closer to ~95 clients per advisor.
The post How to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon Randall appeared first on Kuttin Consulting Group.
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