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Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
Kitces and Carl - Real Talk for Real Financial Advisors
Client Interaction Tracking and Market Guidance by Financial Advisor
Exploring the impact of recording client interactions in a 'stoak file' to track their progress, a financial advisor shares a pivotal moment where clients considered selling due to market uncertainties but stayed invested, highlighting the value of advisors in guiding clients through tough decisions.
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