Why Molly Torres Portnof hands every prospective client an investment guide

Molly Torres Portnof keeps her firm’s inner circle small—which means that each person in her orbit, carefully chosen, has an outsize influence on her success. She brings the same intentionality to the clients she works with, thanks to a series of safeguards that ensure it’s always a stellar fit. In this episode, she shares the value of publicity in a changing media landscape, why she sends an investment guide to every prospective client, and the process she swears by to find the most qualified leads. LINKS Molly Torres Portnof Kaitlin Petersen Business of Home