Kitces and Carl - Real Talk for Real Financial Advisors

← Kitces and Carl - Real Talk for Real Financial Advisors1 oct. · 36 min

Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200

Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 2001 oct.36 min
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In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients.

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