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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

Quality Over Quantity

Many professionals spend an average of 20 to 25 hours per client per year on client-related tasks such as emails, phone calls, meetings, due diligence, and portfolio management. This emphasizes the importance of providing quality service and expertise to each client, rather than focusing solely on the number of clients served.

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