Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Kitces and Carl - Real Talk for Real Financial Advisors
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Intro
This chapter explores the intricate discussions financial advisors should engage in with their clients to highlight the value of their services. It emphasizes the importance of addressing both presented issues and deeper emotional needs while advocating for a proactive life planning approach.
Transcript
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