 You make a lot of decisions for your clients over the years. This is the last one you are going to make, and you don't want it coming back to you."Kelly Hokanson, The Planned Approach |
For a Niche Practice, Less Means More
Veronica Dagher | Wall Street Journal Online, November 2014
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Summary: To financial advisers Stephanie Guerin and Kelly Hokanson, less means more. When the duo launched their firm, The Planned Approach, some 12 years ago in Prairie Village, Kan., they were in intense growth mode from day one. “We took anyone who breathed as clients,” Ms. Guerin says.
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