13min chapter

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When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Uncovering True Client Preferences

Exploring revealed preferences and simplification in client services, the chapter emphasizes observing actual behavior over stated preferences for evaluating service utilization. It discusses the challenges of removing unnecessary services, transitioning from solution-based to presence-based payment models, and combating imposter syndrome in financial advising through external validation and client feedback.

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