You should also be bouncing ideas
off of trusted advisors, which also takes time.
Not exact matches
This makes you more
of a
trusted advisor and less
of another sales - oriented company simply trying to make money
off them.
If your clients process payroll, be the
trusted advisor who recommends a way to track accurate employee time, shaving hours
off their payroll process and saving them thousands
of dollars on gross payroll costs each year.
If you ask your AUM - compensated
advisor about whether or not you should spend some
of the money in your investment account to pay
off your mortgage or start a business, do you
trust them to give you objective advice knowing that managing a smaller account would reduce their fees?