4min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Value of Long-Term Relationships in Professional Services

The chapter explores the speaker's nearly 50-year relationship with their dentist, highlighting how trust and comfort influence their willingness to accept rising dental costs. This experience serves as a metaphor for financial advising, emphasizing that clients prioritize long-lasting connections and are open to paying for reliable guidance.

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