What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
Kitces and Carl - Real Talk for Real Financial Advisors
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How to Become a Lead Advisor
"I don't know any structured trainings that I've really seen on just the sort of that true sense of how to really manage a client relationship," he says. "You learn by doing, ideally with someone that can give you some mentoring or feedback if you can find someone in the firm that helps you do that"
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