Exhibit A
Financial Advisors work in Fort Worth
Fort Worth is a city of owner operators, and financial advice here follows the same pattern. The firms searching for clients in this market are mostly independent practices and small registered investment advisers, with a long tail of insurance licensed planners and tax preparers who add advisory work. The big wirehouse names hold the corporate accounts and the downtown towers, and they spend on brand campaigns rather than on the neighbourhood searches. That leaves the local searches, the ones that name a suburb or a life event, open to the smaller practices. Demand clusters around people who have just sold a business, changed jobs at one of the employers along the Alliance corridor, or reached the age where a pension decision lands on the kitchen table.
