4min chapter

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

Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Is Your Portfolio Doing Great?

Marketing approach is just to say, we fix broken portfolios. In five seconds, you're either going to have a prospect or you can move on. You build your system around finding the people who self identify with that. So my conversations are always maximamly focused. And seriously, someone like try it. You'll be surprised at some of the conversations it opens up. I der li, i just dilly,. got 23 minutes in before we got there, like, that was a long time for the drinking game this time, but i know, and i used the word nich instead of the appropriate no, but i is pretty short. The, i'm sorry, i'm

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