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When Mr. McGuire hustled Dustin Hoffman’s Benjamin away from the noisy party crowd, he only had one word for the newly minted college graduate: “Plastics.” While that single utterance from the movie The Graduate ranks high in the American Film Institute’s list of top 100 movie quotations (even higher than the film’s seminal “Mrs. Robinson, … more »

Financial advisors rightly preach the virtues of diversification to their clients. But what works well for investing isn’t necessarily a good strategy for building a financial planning business. In fact, focusing on a narrow client niche can be a lot more effective—and profitable—than casting your net as wide as possible. “Most advisors feel there is … more »