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Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Attracting More Profitable Clients

This chapter discusses the idea of attracting more profitable clients and how it can lead to greater happiness for financial advisors. They talk about the data that supports this idea and how it can be challenging for advisors who are service-minded and focused on helping others. They also explore the connection between money and happiness, and how advisors who are unhappy may not find the solution in simply making more money.

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