2min chapter

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

Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Be a Successful Financial Advisor

I want to continue this conversation briefly about tactics versus mindset. I think what you've done is point at a way of being a belief system that is above it's above tactics and I'm a huge fan of that. What we really need more of is this who am I how do I identify and what do I believe so I can feel confident, he says.

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