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Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

Kitces and Carl - Real Talk for Real Financial Advisors

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Navigating Leadership Styles and Client Challenges in Financial Planning

This chapter explores the contrasting leadership styles of peacetime and wartime CEOs, focusing on strategic adaptability in business. It highlights the significance of empathetic financial planning for clients navigating significant life changes, advocating for thoughtful questioning and a broader perspective.

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