Episode 67: Financial-Planner-to-Client Ratio
Federal Employee Financial Planning Podcast · Mason & Associates
June 10, 202440m 11s
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Show Notes
How does the financial-planner-to-client ratio impact the quality of financial advice? In this episode, John, Michael, Tommy, and Ben will discuss how the ratio of clients per advisor shapes their approach to financial planning. They will share their journey from managing 150 - 200 clients per planner to capping it at 100, explaining why this change was necessary for delivering top-notch service.
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