CFO Concentration Math Risk Management 
CFO News Room
NOVEMBER 22, 2022
” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. You’re obtaining clients. Matthew: Exactly. Matthew: The advisors. Michael: Okay.
CFO News Room
NOVEMBER 8, 2022
You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.
Expert insights. Personalized for you.
130 
Let's personalize your content