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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

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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.

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