Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109
Kitces and Carl - Real Talk for Real Financial Advisors
How to Be Afraid to Tell Anyone
"It's easy for us to have the fear of not wanting to share any of this with anyone," she says. "I don't know the answer on how to draw a line, except if you feel like it's actually certainly the term dangerous." She adds that there are people in her industry who would love to empathetically be of value.
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