2min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Stop Doing Client Facing Activities

I get a lot of people asking like, how do I stop with client facing activities? And that's a separate note. So my friend in New Zealand and she worked for and I've had this experience repeatedly. In fact, it's happened so often that my wife has told me to stop doing it because it really, she's like, you're really annoying people. But he would love to talk at some points in the future about why this kind of genre of question keeps coming up. Just generally we hear a lot of like, "How does one start their own business?" It may be just a selection bias because it's something that I did.

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