How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
Kitces and Carl - Real Talk for Real Financial Advisors
I Love the Subject, I'm Just Like, I Don't Know What to Say to Day
Karl: I love the idea of getting clear with a niche, or a niche, as you would say. He says it was really valuable to relieve the pressure that financial advisers put on themselves when they first started out. Karl's advice for people who want to start conversations but don't know what to say? "Just take it down a notch and prospect some other way"
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