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Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164

Kitces and Carl - Real Talk for Real Financial Advisors

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Intro

This chapter features a dialogue on the significance of thorough preparation in financial advice and the role of tools like ChatGPT in enhancing communication. It underscores the necessity for financial advisors to improve client service while maintaining a healthy work-life balance.

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