Advisor Perspectives 7 | Make Kids Money Smart with GYR Financial Planners
Paisa Vaisa with Anupam Gupta
00:00
What Are the Reasons Why a Client Drops Off Ends Association?
There could also be reasons where, you know, there are disconnects in terms of pricing. Somebody wants to kind of do more technical approach or momentum and that's not the way advisor firm is working. I think these are natural progression and over a bit of time needs change. There is this beautiful book on asset allocation versus wealth allocation. What we also need to do is allocate your wealth to a different level.
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