I am at the very beginning of my four year Values-Based Financial Planning™ journey. What is a reasonable expectation for the first year for my rate of acquiring clients?

Article ID: 121

Last updated: 20 Nov, 2019

One a month is a good target for your first year, depending on how many you will be converting from your existing clientele. If you have a large clientele with many Ideal Clients, it may be much more than that.

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