What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
Kitces and Carl - Real Talk for Real Financial Advisors
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Introduction
Join financial blogger Michael Kitzis and client communication expert Carl Richards as they share their unique perspectives on how to more effectively serve your clients. Be more intentional when building your own business and make sure you actually have a life in the process. It's not just about whether you can communicate with clients and be relationshipy while you give advice. To be the crux of what it means when you're a lead advisor is that you actually manage the relationship.
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