Financial Advisors


Financial Advisor’s Greatest Asset

Financial Advisor’s Greatest Asset

Financial Advisor’s Greatest Asset

Financial Advisors may argue the point, but it is their Book of Business that is every Financial Advisor’s Greatest Asset.  What is a Book of Business?  In its most basic form a Book of Business is your client list.

One of the 1st and most common mistakes a Financial Advisor can make is not segmenting their book into A, B, and C clients.  Meaning your most valuable clients are your A’s, than down to your B’s and C’s. It sounds pretty simple, right?  Well it is.  While the definition is simple the value can be priceless if you do it right.

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