Does your brain limit the number of clients you can handle?

01/28/2013 | Management Center blog

Technology is helping advisers become more efficient, but that doesn't necessarily mean they can handle huge numbers of clients, writes Michael Kitces of Pinnacle Advisory Group. Psychology and anthropology research suggests that the number of good relationships we can maintain is no greater than 150. "Beyond that, and our brains just can't keep track of everyone," Kitces writes.

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