Did Surge Abandon You? [Episode 204]
The Perfect RIA
00:00
How to Set Your Goals for Success
If your business model is that you only need to have 15 ultra-ultra high net worth clients Then yeah, you can build a hyper-reactive business model around that But that would be, we're talking tens of millions of dollars net worth That's a different model. We want to step back and do business planning And say, hey, what is my aspirational practice?
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