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9min chapter
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
Kitces and Carl - Real Talk for Real Financial Advisors
Balancing Value and Utilization for Client Retention
Exploring the intricacies of client retention rates and utilization in service offerings, this chapter delves into the risks of overwhelming clients with unnecessary features and the importance of surveying clients to understand their needs and preferences.
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