
Snappy Kraken
@snappykraken
Scaling financial advisor growth through:
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New RIAs often find their niche after seeing patterns in client data, not before. “Advisors who try to do it preemptively usually aren't as successful as the ones who do it organically,” ROBERT SOFIA told Financial Planning’s Tobias Salinger Read the full article 👇financial-planning.com/news/how-can-n…