2min chapter

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

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

CHAPTER

Niche Marketing in Life Planning: Attracting the Right Clients

This chapter delves into the specific challenges and strategies involved in marketing traditional life planning services. The speakers emphasize the niche appeal of life planning and the importance of raising awareness among potential clients who may benefit from these services.

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