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Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Barbell Approach: Balancing Affluent Clients and Limited Means

This chapter explores the concept of the 'barbell approach' in balancing high-profit clients with those who cannot afford services. It emphasizes the importance of setting clear boundaries and being selective about core clients, providing insights on transitioning from a happy barbell practice to an unhappy one with too many clients and too few resources.

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