5min chapter

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Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Be a Successful Advisor

"I don't work half time. I work 100% of the time, but I only take half the client load," says John Sutter. "There's another part of Jeremy's story to become Jeremy that is valuable and that was sort of the signaling to the rest of us advisors": putting family or health as a priority is okay. The episode airs tonight at 10 p.m. ET on CNN.

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