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Kitces and Carl - Real Talk for Real Financial Advisors cover image

Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

Kitces and Carl - Real Talk for Real Financial Advisors

NOTE

Value Lies Beyond the Minimum Fee

Clients who are truly ideal won't be deterred by a minimum fee that is significantly lower than their typical spending. Establishing a minimum fee can help filter out unsuitable clients and clarify the value provided to those who are willing to invest. Describing ideal clients involves articulating the specific types of clients who would derive the most benefit from services, which can help attract the right audience. Using strategic communication methods can effectively highlight the unique value proposition and requirements of working with specific client profiles.

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