Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces&Carl Ep 109 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
from 2023-04-06T10:00
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In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients think about it.
For full show notes, see kitces.com and thesocietyofadvice.com.
Further episodes of Kitces and Carl - Real Talk for Real Financial Advisors
Further podcasts by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Website of Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP