Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Kitces and Carl - Real Talk for Real Financial Advisors
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Is There a Way to Start That Conversation?
"Our lead is comprehensive financial planning in all the wonderful, gloriousness of no, i can fix 52 different problems and i don't know which one you've got," says godon. "We may still run on na model, but our lead is not we fix broken portfolios", he adds. 'The door's open for me to have some kind of hollow up about what i do'
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