17min chapter

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

When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Clients Outgrowing Niche Specialization

The hosts discuss the dilemma of clients evolving out of their niche specialization and whether to follow them or find new clients. They share personal anecdotes and explore the importance of niche selection and framing discussions in terms of underlying principles. They also address concerns about client retention and maintaining the client-advisor relationship.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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