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Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158

Kitces and Carl - Real Talk for Real Financial Advisors

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Navigating Client Commitments in Financial Advising

This chapter explores the complexities surrounding client commitments in financial advising, emphasizing the importance of reflection before making decisions. It also invites listener feedback on personal practices and perspectives within the advisory process.

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