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Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Blue Couch - The First Speaking Engagement

The blue couch is the first speaking engagement for robert, sophia and the snappy crackin team. They discuss how to get clients on board with financial advice in a bull market. How do you convince people of your value when everything's already going well in their lives? And why did they come to meet with you? Give us a little bit more context so we can keep such a conversation narrow.

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