When I see niche advisors who are four to five years out, they are getting a ton of referrals, while generalists still have to go out and start relationships from scratch.”
-Michael Kitces, partner at Pinnacle Advisory Group. |
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Summary: If you're a healthy person in need of a checkup, you make an appointment with your general practitioner. But if your issues are complicated, you probably want to see a specialist who's an expert in the field. There are usually plenty from which to choose. Unfortunately, it isn't always as easy when it's your financial health at stake. The majority of financial advisors are generalists whose clients have a wide array of needs.
When I see niche advisors who are four to five years out, they are getting a ton of referrals, while generalists still have to go out and start relationships from scratch.”
-Michael Kitces, partner at Pinnacle Advisory Group. |
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