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When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor
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Scaling Financial Planning Client Affluence vs. Technology Efficiencies
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When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?
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Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency
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Is There A Future Of Financial Planning In The AI Era?
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Do You Really Have To Go Deep With Every New Client In The First Meeting?
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Are Financial Advisors Less Happy When Working With HNW Clients?
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Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain
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Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients
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Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? Kitces & Carl Ep 164
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Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed
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Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need
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How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?
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Calming Clients With Anxiety About Trump Tariffs And Trade Wars
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When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor
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Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?
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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting
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How Are You Getting Value Out Of ChatGPT As A Financial Advisor?
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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?
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The Limits Where Technology Can't Scale Financial Planning Advice
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Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients
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Advisory Fee Confidence And Building The Happy-Client Stoke File
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What's Holding You Back From Delegating What You Need To Let Go Of?
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When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level
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Do You Really Need A Business Partner… Or A Study Group?
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Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead
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Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline
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Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’
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Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done
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The Success Trap Of Boutique Practices And Building With Intentionality
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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
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Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients
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Creating The Space To Have More Meaningful Money Conversations With Clients
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Are You Worrying About Scale Before You Even Have A Scale Problem?
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When Have You Done 'Enough' For Clients (And How Do You Know)?
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Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters
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When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?
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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?
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Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?
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Helping Clients Who Can't Ever Get To Enough
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Life-Changing Self Actualization—But How Do We Market It?
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What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects
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What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?
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Helping Everyone You Can Vs Getting Paid What You're Really Worth
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How Autonomy, Experience, and Team Drive Advisor Wellbeing
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Noticing What You Spend Money On That's Actually An Investment
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Creating Value Through Presence And The 50 Fires Podcast
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Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases
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Scale Your Business, Leverage Yourself, Or Just Grow?
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When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?
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Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?
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Helping Clients Make Decisions That DON'T Make (Financial) Sense
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Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?
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Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?
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Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
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(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients
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Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors
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Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings
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Setting The Right Minimum Fee Per Client And The Revenue Model Generator
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When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
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What Does It Really Mean To Be A Lead Advisor?
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When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go
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Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?)
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Dressing Up For Clients (Do Advisors Really Need To Dress For Success?)
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Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?
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Crafting A (Marketing) Manifesto To Show What You Really Stand For
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The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
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Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106
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When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105
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How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104
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Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
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Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
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Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
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Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
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What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
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Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
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Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
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Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
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Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
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Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94
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Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
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When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
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Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
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Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
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From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
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Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
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Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
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Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
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Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
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How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
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When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
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Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
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Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
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How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
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Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
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Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
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Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
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Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
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Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
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Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
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