Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
Kitces and Carl - Real Talk for Real Financial Advisors
00:00
The problem of too many low‑revenue clients
Michael explains how too many small or low‑paying clients undermine firm profitability and sustainability, with research-backed thresholds.
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Transcript
