Thanks for taking the time to fill out this survey. In 2006, it was a survey just like this one that proved two key ideas.
It takes a team:
In 2006 NONE of the responding advisors with more than $100M AUM were solo practitioners.
Book Trimming is a bad idea:
92% of advisors with more than $100M AUM had 200 or more client households.
While we check to see if these facts from 2006 still hold true, we will branch out and see what else we can learn about best practices in financial services in 2013.
Thank you very much for your help.