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Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

Kitces and Carl - Real Talk for Real Financial Advisors

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Intro

This chapter emphasizes the critical role of maintaining a healthy profit margin, especially in times of market volatility. Through metaphorical weather patterns, it explores strategic planning and proactive measures for newer advisors to thrive amid industry growth.

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