2min chapter

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

Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Talk Through Challenges With Clients

Kitsis: Can I find my mentor, my guide, my confidants? Richards: It comes down to recognizing that we're not always the most objective observer of our own situations. "I just need a friend, a colleague, a family member, a peer, a mentor," Kitsis says.

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