Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
Kitces and Carl - Real Talk for Real Financial Advisors
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Handling more complex needy prospects compassionately
Michael describes heavier, urgent situations (widows, recent inheritances) and asks how to support them without burning out.
Play episode from 11:50
Transcript
