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Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
Kitces and Carl - Real Talk for Real Financial Advisors
The Importance of Meaningful Money Conversations in Initial Meetings
Exploring the significance of initiating conversations about money that hold substance, the chapter underscores the importance of practicing relevant questions in different social scenarios to encourage open dialogues on financial matters.
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