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Unlock Growth By Serving The Underserved w/ Michael Kitces [164]
Elementality for Financial Advisors | Elements Financial Vitals System™
Balancing Affluent Clients and Accessibility
Advisors often find themselves catering to affluent clients who pay them well, leading to a realization that they are not serving those who cannot afford their fees. This dilemma can result in advisors feeling boxed in and limited in their client base.
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