It’s not always about the money, it’s about whether clients and advisors fit well with one another
. Get exclusive investment industry news and insights, the week’s top headlines, and what you and your clients need to know.? Probably, but not necessarily. Some of the advisors on The Globe and Mail and SHOOK Research 2022 ranking replied “zero” when asked for the minimum level of clients’ investible assets.
“My client made a very powerful observation. We’ve grown up together,” he says. “I certainly didn’t have a lot of money when I was 26 years old. We started with a plan and, over time, you have opportunities and different things progress.” “We have to like the person we take on as a client. We’re going to be spending a lot of time with these folks,” he explains.
As an independent advisor, her firm doesn’t dictate revenue targets and account minimums. Ms. Macias has chosen to grow the practice organically, by word of mouth. She appreciates the opportunity of working with clients who are up and coming in their careers and will also work with people other clients have recommended.
“We have the most success with clients who are usually engaged in our process and aligned with our investment philosophy,” he explains.
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