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Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

The barbell model: serving high‑value and low‑cost clients

Michael outlines Morgan Richard's barbell approach: a few high‑value clients fund a limited number of deliberately low‑cost or pro bono clients.

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