 Even mature prospects may be indifferent to the trappings of a professional office. Wealth managers who cater to “millionaire-next-door” types like farmers and other rural entrepreneurs"Michael Kitces, Nerd Eye View |
Does a Brand-New Advisor Need an Office?
Joan Warner | Finacial Advisor IQ, January 2014
Read the article online >Summary: For a financial planner launching an independent practice, paying for professional office space can feel almost wasteful. so, Does a brand-new advisor need an office? Nerd’s Eye View says the answer depends on what kind of clientele you aim to attract.
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