Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Kitces and Carl - Real Talk for Real Financial Advisors
Do You Need It?
"I approach this wearing a marketing hat and not a sales hat," he says. "If i just lead with, we fix broken orfolios, the next sentence out of that person's mouth, i'm going to know whether this is a constructive conversation."
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