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Podcast: The Perfect RIA
Episode: Why Are 50 Clients Too Many? [Episode 210]
Description: If an advisor says that it's only possible to serve a certain number of clients, would you believe them? Instead, you should consider where that and any other limiting beliefs come from. On today's episode, Matt and Micah shut down the idea that advisors can only have a certain number of clients in order to provide more service than others. Listen in as they share what numbers you need to be looking at and why it comes down to what you're solving for and being intentional. https://theperfectria.com/podcast/210