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
Unlocking Marketing Strategies in Financial Planning
This chapter covers the complexities of marketing in financial planning, focusing on 'distributed permissionless marketing.' The speakers emphasize the significance of creating engaging experiences to effectively communicate with potential clients and enhance service awareness.
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