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Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Intro

In this chapter, the hosts delve into financial advisors' apprehension about scaling their firms, examining the reasons fueling such concerns like underpricing services and aversion to hiring more personnel. They debunk the myth that expanding operations leads to inflated costs, stressing that profitable advisory firms can effectively scale without a substantial rise in profit margins.

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