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7min chapter
How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
Kitces and Carl - Real Talk for Real Financial Advisors
Understanding Client Engagement and Value
This chapter examines the interplay between client engagement and the perceived value of services in financial advisory firms. It highlights the importance of observing client behavior over stated preferences to better align offerings with actual client needs and enhance engagement.
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