Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
Kitces and Carl - Real Talk for Real Financial Advisors
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The Challenges of a Portfolio Based Firm
A lot of the value we provide just doesn't tie to a U M. It could be simple because it's just things like, you know, I'll help with the debt side of your ledger. We meet those people at that spot with empathy. They're not going to ask for will you listen to me about money. But they've got an acute problem and this is where the righteous street comes in.
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