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

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Scheduled low‑cost office hours for broad impact

Michael shares an advisor's model of offering weekly low‑fee hourly sessions to help many people deeply but briefly.

Play episode from 26:18
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app