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Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Navigating Client Relationships and the Balance of Profitability

This chapter explores the psychological narratives that professionals develop to justify their decisions regarding client management and profitability. The speakers highlight the delicate trade-offs between pursuing high-paying clients and maintaining fulfilling, long-term relationships.

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