Kitces and Carl - Real Talk for Real Financial Advisors (Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP)
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Description
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
Categories
- Business
Hosting
155 episodes
13 days
00:32:03
Episodes published by month in
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