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3min chapter
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
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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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode