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Summary: Financial advisers are much more effective when they are clear about what kind of client they want to serve. But instead of doing this, most advisers still target large asset pools, instead of specific types of clients. It is a problem
 Advisers who strategize, target, and stick to their ideal client type increase their value proposition. Not only does having an ideal client type help advisers differentiate their services, our research suggests it can significantly increase their assets under management."Ray Sclafani, chief executive and founder, ClientWise LLC |
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