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Salina is a successful Wealth Advisor based in Manhattan. She owns her own Wealth Management practice and has 2 - 3 junior Advisors. This year,
Salina is a successful Wealth Advisor based in Manhattan. She owns her own Wealth Management practice and has junior Advisors. This year, instead of managing clients with a total AUM of $ million, she's decided to focus on her top clients, which make up of that AUM. What things has Salina most directly prioritized?
Growing her business
Earning higher Advisory fees per client
Time dedicated to each client
Scalability
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