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Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130

Kitces and Carl - Real Talk for Real Financial Advisors

NOTE

Purpose Over Profit in Financial Services

Financial advisors are increasingly focusing on using money for good and aligning capital with values, rather than solely on making more money. Thriving advisors tend to serve clients with larger assets and focus on aligning capital use with their values, while struggling advisors often serve clients with smaller assets. The key indicator of success for advisors is the ability to align capital use with values, rather than the size of the clients' assets.

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