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The RIA world according to Cerulli

How do you build a top practice? Pick the right model, specialize and focus on referrals, says broad study

Author Bing Waldert and Scott Smith, Guest columnists April 20, 2011 at 2:27 PM
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Wealth managers average 5.2 personnel per practice, compared to 4.0 in financial planning practices and 3.8 at investment planner practices. Firms must anticipate increasing labor costs in order to build a foothold among wealthier investors.

Cerulli

Jeff Spears

Jeff Spears

April 20, 2011 — 11:44 PM

Comprehensive and very informative summary.

If this is confusing to people in the business imagine how confusing it must be for clients…

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