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Crossing the threshold of managing $100 million in client assets can be a challenging milestone for some #financialadvisors. #SoundIncomeGroup’s CEO David Scranton says advisors can reach that mark given the dual retirement wave hitting the #financialservices industry and American workforce. ![]()
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Advisors just need "a partner with a strong investment team to conduct research and portfolio management in addition to trading, compliance and even assist with client communications. Outsourcing the investment activities allows an advisor to focus on recruiting new clients and managing existing relationships more efficiently."![]()
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Read more in David’s article in Financial Advisor Magazine: www.fa-mag.com/news/breaking-into-the–100-million-club-78000.html?section=40![]()
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#financialadvisor #financialadvisors
Breaking Into The $100 Million Club
www.fa-mag.com
The dual industry and client retirement waves could be a boon for advisors who want to grow their business.
