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Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

Kitces and Carl - Real Talk for Real Financial Advisors

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The Critical Triggers That Are Impacting Your Clients

If you don't even see a pattern, then opic client you want to work with more of and do more of that trigger. So find finanly, solve that problem, and find more people who have that problem,. Ask them what they were and then share what you learn in public. Repeat over and over and over, and you are gong to increase. You're just trying to do the intersection of the problem in the solution at scale. And the more you do it, the more likely it is to start happening.

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