Kitces and Carl - Real Talk for Real Financial Advisors cover image

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Limited‑scope hourly advice as a scalable yes

Michael explains how limiting scope and selling hourly sessions lets advisors help more people without long‑term commitments.

Play episode from 31:57
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app