How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
Kitces and Carl - Real Talk for Real Financial Advisors
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What's the Elevator Pitch?
"We're like a little, teeny, small piece of a big industry. And that big industry still doing the stuff they've always done," she says. "This just brings back almost like post dramatic stress symptoms." The alternative to im ancial adviser is 'I'm a dream solver who makes dreams come true'
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