Kitces and Carl - Real Talk for Real Financial Advisors

Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133

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Mar 7, 2024
Kitces and Carl dive deep into the meaning and value of financial advice beyond monetary gains, exploring self-transcendence, self-actualization, and connecting with clients on a deeper emotional level. They discuss the challenges of marketing these deeper services and emphasize the importance of aligning personal values with professional tasks.
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