Episode 67: Financial-Planner-to-Client Ratio

from Federal Employee Financial Planning Podcast

How does the financial-planner-to-client ratio impact the quality of financial advice? In this episode, John, Michael, Tommy, and Ben will discuss how the ratio of clients per advisor shapes their approach to financial planning. They will share their journey from managing 150 - 200 clients per planner to capping it at 100, explaining why this change was necessary for delivering top-notch service. Access the full show notes at Mason & Associates, LLC

Episode metadata supplied by the publisher feed · Published Jun 10, 2024

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Episode 67: Financial-Planner-to-Client Ratio

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This episode is 40 minutes long.

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This episode was published on June 10, 2024.

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