6min chapter

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Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Navigating Partnerships in Financial Advisory

This chapter delves into the emotional and logistical hurdles of starting a financial advisory practice, focusing on the value of supportive friendships over formal partnerships. It offers practical alternatives like fractional services and encourages introspection about the true motivations for seeking business partnerships.

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