For many financial advisors, the traditional way of doing business has generally been based on a transaction-based service model involving functional solutions to clients' practical problems. In more recent years, though, advisors have begun to focus on developing stronger and more meaningful relationships, recognizing the advantage of better understanding clients' values and priorities when itRead More... The post Kitces & Carl Ep 133: Should Advisors Market The Real (Self-Actualization?) Value Of Financial Planning, Or Just Do It? first appeared on Kitces.com.

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