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When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
Kitces and Carl - Real Talk for Real Financial Advisors
Choosing a Niche Specialization and the Importance of Focus
The speakers discuss how financial advisors choose their niche specialization and the pros and cons of focusing on existing clients versus serving a specific niche.
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