The typical financial advisor wants more and more clients, but UBS advisor Franco Estrada wants fewer. Over the years, the San Juan, Puerto Rico-based advisor has pruned his book to 75 households from more than 100. And he wants to further pare that number to as low as 50 in the next decade so that he can provide the highest level of service to each client. “I see more and more need for covering very wealthy clients who need all sorts of services,” says the 42-year-old Venezuela native, whose seven-person group manages $1 billion. “A lot of them have to do with financial things, but they also need someone to just bounce…
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