What goals will you set for client acquisition

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Reference no: EM131621941

By way of example, let’s assume that Financial Advisors charge on average 100 basis points (bps) or 1% for advice on fee-based assets under management and the approximate payout is 40% to you, the advisor. Using this information as a starting point, address the following question:

1. What goals will you set for client acquisition and at what duration?

Reference no: EM131621941

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