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
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How to Be an Effective and Focused Client
"I don't want my prospect. to see that I drive a very old and expensive car," he said. "To me, like just that feels a little bit of a different domain than something like Jeremy's" He added: "If that's what you aspire to as well, well, you should only want to be my client even more"
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