Over the past couple of decades, the financial advice industry has seen a tremendous shift as the focus has evolved away from being primarily transaction-based and towards forming long-term service-based relationships with clients. Yet, one of the hurdles advicers have faced along the way is figuring out how to demonstrate the seemingly intangible value of financial planningRead More... The post Kitces & Carl Ep 139: When Have You Done ‘Enough’ For Clients (And How Do You Know) first appeared on Kitces.com.

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