It’s a common refrain in the industry that Dunbar’s number – the idea that humans can manage a maximum of 150 relationships – is the threshold for how many clients an adviser can serve. It’s also a number many planners feel is the maximum they can handle, but Sue Viskovic writes they could be serving double.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Opinion
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