In the world of financial advisors, there is variety among the number of clients an advisor may have. One financial advisor may service fifteen, another may service two hundred. Of course, clientele often corresponds with time in the industry. Seasoned advisors accumulate an array of clients over the years, while new advisors must begin from scratch.
However, most advisors agree that identifying an ideal number of clients would be beneficial for career planning. As an advisor, should I be hunting for more clients? Should I focus on maintaining current clientele? In the content below, we hope to answer these questions.