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3min chapter
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
Kitces and Carl - Real Talk for Real Financial Advisors
Evolving Filters in Client Selection for Financial Advisors
This chapter explores the complexities of choosing clients and the necessity for financial advisors to adapt their selection criteria over time. It highlights the balance between client profitability and the advisor's well-being, emphasizing the impact of these dynamics on business strategy and satisfaction.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode