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Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

What? Why Did You Come to This Meeting to Day?

Ask yourself, what brought you to this meeting? Even if you're not sure what you're known for and what you're solving, ask to find out. And as you do that research to understand their problem, do that work in public. If the reason people don't understand the issues is because they haven't told them about it. We want to tell them about our problems so we can solve them. Here's the words: "I'm an antpeneur with the successful exit"

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