How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
Kitces and Carl - Real Talk for Real Financial Advisors
Understanding Client Preferences for Document Management
This chapter explores clients' resistance to adopting document storage solutions, preferring traditional methods over technology. It emphasizes the significance of recognizing client preferences in the decision-making process for implementing new services.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
