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The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Navigating Trade-Offs in Financial Advisory Practices

This chapter explores the trade-offs in building a financial advisory practice, likening the decision-making process to the balance in mountain biking. It encourages listeners to assess their current practices and consider different routes to improve their professional outcomes.

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