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The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Balancing Growth and Lifestyle in Advisory Practices

This chapter features a humorous tale about a blue couch that has become a symbol among advisors during their gatherings. It shifts to a serious exploration of the complexities of managing a lucrative advisory practice while balancing profit margins, work hours, and growth potential.

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