How consistent is your cash flow? I’m 7 years in and it’s been very consistent for the last 4 years. I just had a very inconsistent quarter. Is the occasional slow quarter normal?

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Posting as :
works at
You are currently posting as works at

Fee based advisory business means there are no 'slow' quarters.
As new assets come in, I add them to the Billing cycle that is smallest and inch by inch up we go.

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President 1, that’s interesting. I ran my numbers from last quarter and see that I actually acquired more assets last quarter than any other, but most of it went into managed accounts instead of A shares or annuity like in earlier years. It is comforting to know that I am building toward something bigger.

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