AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode