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If you stay focused on financial planning and goal based advice, then quality of advice remains consistent even as you scale.
Instead of chasing clients, ask them to get in touch with you when they have questions or want to make changes to their portfolio.
Identify a list of funds and focus on building research and information details. Stick to your white list as it becomes difficult to monitor if you have too many funds.
Having a clear process for fund research, allocation methods and financial planning creates consistency regardless of number of clients.
