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2min chapter
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
Kitces and Carl - Real Talk for Real Financial Advisors
Intro
This chapter explores the challenges financial advisors face with legacy clients, emphasizing how these difficult but valuable relationships impact their practice. Through engaging anecdotes and discussions, the speakers lay the groundwork for deeper insights into effective client management strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode