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
How to Attract Clients by Being the Role Model
Carl Safina: To what extent do I want to attract clients by being the role model of the thing that I'm espousing? Some people will like that in some mode, right? Like someone out there is going to say. 'I want you to work your backside off as my advisor' He says it strikes him as just two different types of client, client engagement and client relationships.
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