Kitces and Carl - Real Talk for Real Financial Advisors

← Kitces and Carl - Real Talk for Real Financial Advisors16. Apr. · 39 Min.

The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188

The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 18816. Apr.39 Min.
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In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future.

For full show notes, see kitces.com and thesocietyofadvice.com.