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
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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