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Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

Kitces and Carl - Real Talk for Real Financial Advisors

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The Ethical Dilemma of Affluence in Professional Growth

This chapter examines the focus of financial advising on affluent clients and its broader implications for the profession. It compares the challenges faced in financial advising to those in other service sectors, questioning the balance between financial incentives and the duty to serve a wider community.

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