The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

345: What Kind of Profit Margin Should Your Financial Advisory Business Have?

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

What if You Cut Clients and Overhead?

Libby reports her analysis: cutting 75% of clients and overhead changed average take-home by only 10–15% for advisors.

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