Summary: When you work with a smorgasbord of client types — with different financial situations and goals — you need multiple service models. Different clients may receive different and better (or worse) service than others. Juggling the many disparate needs of these clients can quickly leave you feeling stressed, overworked and burned out.
 Your clients, and future clients, need an adviser who is fully knowledgeable about their particular challenges and needs. You owe it to them to be that adviser. You also owe it to your partners and team to build the value of your practice, and to your family to provide the quality of life you all want. And you owe it to yourself to enjoy your work as much as possible. Specialization is fundamental to achieving all of those benefits.”John J. Bowen Jr, CEO, CEG Worldwide. |
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