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Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164

Kitces and Carl - Real Talk for Real Financial Advisors

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Mastering the Art of Client Conversations in Financial Advising

This chapter highlights the significance of effective communication and the strategic art of questioning in client interactions. It emphasizes that building trust through these skills is as essential as having technical expertise in financial advising.

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