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 |
Try one month free with this coupon: ria_match_promo
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.
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 |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?