The reason I believe in Blueleaf — and the reason we started the company — is to help people in the middle, people like our Blueleaf team, with their long-term finances. We want to give them transparency and a complete view of their money that helps make everything clear and simple to understand. It started as a “make something useful for us” strategy.…
“And suddenly it was all pretty clear. The answer was fewer clients.” — Jerry Maguire
Translation: “I’m abandoning the people who need me the most for the clients who can afford to pay a lot for my time.”
Some advisors would agree, finding the logic simple and obvious:
My business is dependent on heavy personal contact, so I can’t just keep bringing in more and more clients.