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9min chapter
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
Kitces and Carl - Real Talk for Real Financial Advisors
Understanding Clients' Values and Communication Styles
Exploring the importance of recognizing clients' human values, purpose, and communication styles when transitioning clients from another advisor. The chapter also emphasizes the significance of tailoring services to meet individual client needs and preferences.
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