How Many Clients Does Your Advisor Work With?

Originally Posted By:
J. Patrick Collins Jr., CFP®, EA
05/27/2016

“Last month Barron’s published their annual Top 1,200 advisors in the country.  This list recognizes the largest “producers” from the large Wall Street firms.  Even the terminology at those firms is interesting.  Producer implies that you are creating something…in this case it’s revenue from selling products and services to your clients.  One specific paragraph really resonated with me and reminded me why it was so important to leave that environment.”

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