2min chapter

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Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Exploring the nuances of client behaviors and values in financial planning

Exploring the joy and fulfillment some wealthy individuals find in frugality and work, and the importance of honoring clients' values and passions to enhance their financial well-being.

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