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What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113

Kitces and Carl - Real Talk for Real Financial Advisors

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The Importance of Being a Leader

There is a level of I think there's a level there are people who will be happy as paraplanters for their whole career. And and we need to celebrate that and be like, that's okay. It doesn't make you bad. One of the first thing I think of is responsibility. The first thing Ithink of is weight. There's like this implied rite of passage now. We are a lead advisor when the client cried. What does it mean to be a leader?

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