Saying “no” to those who genuinely need help but don't meet the firm's minimums can feel deeply unsatisfying . On the other hand, saying yes too often without structure can lead to burnout, unsustainable workloads, and a business model that struggles to thrive. https://kitc.es/43IqCfs In this 176th episode of Kitces & Carl, we discuss how advisors can say yes in a way that is sustainable for both their practice and their wellbeing. One powerful framework is the 'barbell model', coined by Morgen
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Making Financial Planning Less Scary For New Clients By Focusing First On What Brings Them Joy: Larry Sprung, founder of Mitlin Financial, shares how leading with joy can speed the prospect-to-client timeline: https://kitc.es/4ntkEak He talks about how he has grown his business in part by helping prospective clients focus on what brings them joy rather than on financial details that they might be more nervous to discuss. Listen to the lastest episode on Apple podcast, Spotify, or any of your fav
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About Michael Kitces
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