Lisa Shidler

Excellent story on the importance of niching!

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Once the firm demands surgical codes rather than anesthesia codes, Sharon Merrick, CCS-P, coding and payment analyst for that American Modern society of Anesthesiologists, implies 59409 (Vaginal supply only [without or with episiotomy and/or forceps]) to possess an straightforward vaginal delivery.

How a Chicago RIA grew to more than $700 million by carving out a client niche of wirehouse execs 

Maury Fertig: When it came to their personal investments, they were bad as everyone else.

FallLine Strategic Advisors

Relative Value Partners

Ryan Shanks

John Straus

Peter Ruhlin

Maury Fertig

Bob Huffman

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

Two Salomon Brothers alums gained the trust of masters of the universe who have seen how the sausage is made yet still make rookie investing blunders

How a Chicago RIA grew to more than $700 million by carving out a client niche of wirehouse execs

Maria Marsala

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