Maximize Your Resources
To be successful in the middle-market niche, advisors must leverage time wisely by limiting the scope of their services. --Sheryl Garrett
Charging by the hour offers independent advisors a level of flexibility and freedom they might not have when working with wealthier clients or as part of a larger financial firm. “In my former practice, we were literally on call,” says Garrett. “I was the person who designed and managed the portfolios, so I felt this overwhelming sense of responsibility [even] when I went on vacation. That’s why I needed to make a change. I needed to know when ‘done’ arrived.” Even so, time management can be one of the greatest challenges for financial professionals making the transition to the middle market. After all, whereas a planner working with the affluent may only need a few dozen clients to build a healthy book of business, those working with the middle class often need several hundred. To be successful in the middle-market niche, advisors must leverage time wisely by limiting the scope of their services.
-Sheryl Garrett, CFP, in Serving the Middle Market
and 
enjoy the article.And I also have emu boots he feeling that it was really a pity that we didn’
t meet each other earlier. Because the kindness and warmth in your
Website can make me completely relaxed and happy. I hope that you
will visit my blog too
Posted by emu boots on January 13, 2010 at 05:04 AM EST #