Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces&Carl Ep 123 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
from 2023-10-19T10:00
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In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.
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