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3min chapter
Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
Kitces and Carl - Real Talk for Real Financial Advisors
Intro
This chapter delves into the significance of partnerships in the financial advisory industry, emphasizing the value of shared passions and complementary skills. It features a case study of an advisor transitioning to independent practice, discussing the challenges and strategic decisions involved in this career move.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode