What do I do with people asking me to manage 10k - 50k of their money? Do you turn them away?

Jan 27, 2022 6:53 pm

What do I do with people asking me to manage 10k - 50k of their money? Do you turn them away?
Jul 2, 2022 3:12 pm

You have to see the potential. Sometimes big clients want to start with small amounts to test the waters and then invest more. Also, you can receive good referrals from a 50k clients. However, it all comes down to prospecting.