2min chapter

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

Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Seven Things It Means to Be a Financial Advisor That Owns a Firm

I just for the record we put this out for a poll to the audience on LinkedIn like literally I think like 2 000 advisors participated in the poll and niche one uneducated savages one. Angie Herbert says seven times on a book one, that's what real financial advice is written to the to the client here's  the seven things it means to be a an architect that owns your own firm right here? They're more they're they're philosophy their mindset they're not super tactical but if you print one of these babies up and for whatever it costs you if you print a couple thousand three or four bucks whatever hand it out like candy will you get business from it for sure.

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