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
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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