Mark shares a transformative piece of advice from his business coach, Bill Bacrack, which revolutionized his approach to financial advising. Overwhelmed by managing 1242 mostly non-ideal clients, Mark embraced the concept of doing “a whole lot more, but for a whole lot fewer clients.” This shift allowed him to focus on providing exceptional service to a select group of clients, enhancing satisfaction and referrals, ultimately redefining his business model
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DO MORE for fewer clients: Advice for professional retail Financial Advisors
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