Kitces and Carl - Real Talk for Real Financial Advisors

← Kitces and Carl - Real Talk for Real Financial Advisors23. Juli · 35 Min.

Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195

Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 19523. Juli35 Min.
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In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication.

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