Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Kitces and Carl - Real Talk for Real Financial Advisors
Navigating Marketing Challenges for Financial Advisors
This chapter examines the struggles financial advisors face in effectively marketing their services, particularly in balancing meaningful conversations with traditional financial planning. It highlights the complexities of communicating value and pricing to prospective clients, aiming to foster understanding while managing expectations.
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