Why Nachos Aren't on the Menu
I also recommend figuring out a niche as early in your process as you can and try very hard to stick to it, even if that means your growth is a bit slower in the beginning. In order to help from a cash flow perspective, offer some sort of quick start program but reserve your monthly retainer clients for your niche.
Alan Moore, Michael Kitces • The Monthly Retainer Model in Financial Planning
To survive and thrive you need to have the conviction to create things your are proud of with people you love and in a way that allows you to have a meaningful life however you determine that. Anything more than that is not just “bonus,” it can actually lead to your undoing. I don’t mean financial ruin, I mean that you may loose that independence a
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