Summary | The first place financial advisers should look to
make their practices more efficient is their book of clients,
says Nebraska-based adviser Todd Feltz, noting that serving a
broad range of clients can hurt productivity. "But you can
streamline your business if you identify and concentrate on
select client groups based on your expertise or the market in ...
make their practices more efficient is their book of clients,
says Nebraska-based adviser Todd Feltz, noting that serving a
broad range of clients can hurt productivity. "But you can
streamline your business if you identify and concentrate on
select client groups based on your expertise or the market in ...
blogs.wsj.com | 13 July 2015