To Heck with Having More than 100 Clients. Go Deep not Broad!

• Report this article

Sara Grillo, CFA

Sara Grillo, CFA

Bringing transparency 🔍 and logic to financial advisor marketing

Published Sep 19, 2019

+ Follow

Most financial advisors are making life painful by sacrificing depth of client relationship for volume. This doesn't work anymore; to heck with the idea of having 100 or more clients. Consider the “70 Deep” model.

Read about how to go 70 Deep here.

To view or add a comment, sign in

More articles by this author

No more previous content

• "Any tips for client appreciation events?"

  Aug 13, 2025

• "Nobody ever responds to my social media posts. Does this actually work for anyone?"

  Aug 12, 2025

• "Intro meeting keeps running over - sometimes to an hour - and then the person winds up not seeing the point of the longer meeting."

  Aug 11, 2025

• "I never know what to say when I am out socializing and people ask me what I do."

  Aug 10, 2025

• "How about something on the long-term tease? The prospect(s) who seem interested… drop by from time to time but always disappear at decision time?"

  Aug 9, 2025

• "I hired a lead generation, haven't closed even one of them. Some of them I haven't even been able to reach!"

  Aug 8, 2025

• "I am setting up a new practice and already went through my natural market. They aren't a great fit anyways."

  Aug 7, 2025

• Response requested: Flat fee directory updates

  Aug 6, 2025

• "I feel like the pricing page on my website is too cluttered. How do I set it up?"

  Aug 6, 2025

• "There were some embarrassing spelling errors in my last newsletter. Should I reissue and resend it with an apology?"

  Aug 5, 2025

No more next content

See all