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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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Is There a Better Way to Accelerate a Plumbing Problem?

"The broad industry, speaking large of the traditional financial services industry, that's been the approach we've traditionally taken," he says. "It's a little bit like kind of throwing a client, throwing the public in a pit, and then looking and saying, hey, i'm the only one with a rope." He adds: "I don't think people like being treated that way".

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