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
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Creating Exceptional Client Experiences
This chapter explores the significance of crafting remarkable client experiences that foster positive referrals through storytelling and emotional transformations. It also emphasizes the strategy of setting minimum fees to attract ideal clients who align with the advisor's values and services.
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