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Advisors develop and establish their ideal client profile over time, and there are several factors that contribute to how this profile defines itself. Greg, for

Advisors develop and establish their ideal client profile over time, and there are several factors that contribute to how this profile defines itself. Greg, for example, is a Wealth Advisor based in Greenwich, Connecticut that manages wealth for just over a dozen families, for a combined assets under management (AUM) of $355 million. He specializes in being a retail portfolio manager and does very little to no financial planning unless it's for a client who is getting one of their children started in managing his/her finances. Which of the factors below is driving Greg's current ideal client profile?
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