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When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Overcoming Switching Barriers and Practical Tactics

Discusses assessing whether prospects are ready to leave their advisor, coaching them through the breakup, and offering templated 'breakup' language to lower friction and ease transitions.

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