Perspective: the S&P500 averages a 14% intra-year decline.
English
William Wolfe
6 posts
William Wolfe
@williamwolfewfa
Financial Advisor at Wells Fargo Advisors. For information, please visit my website.
Charlottesville, VA Katılım Eylül 2015
33 Takip Edilen86 Takipçiler
“Do you provide great service?”
Most financial advisors would say yes.
The better question is:
What is your capacity to provide great service?
Because at a certain point, it breaks.
Too many clients.
Too many different needs.
Too many moving pieces.
And the experience starts to slip… even if you’re working harder than ever.
That’s why some of the most respected firms in the industry do something that feels counterintuitive:
They cap the number of clients per advisor.
Not because they can’t grow.
Because they’re protecting the experience.
It forces a different kind of discipline.
Who do we actually want to work with?
Who do we do our best work for?
Who fits long term?
You can’t say yes to everyone.
And that’s the point.
Capacity isn’t just an operational constraint.
It defines the business you end up building.
English
