Kitces and Carl - Real Talk for Real Financial Advisors cover image

Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Intro

This chapter explores the challenges financial advisors face with legacy clients, emphasizing how these difficult but valuable relationships impact their practice. Through engaging anecdotes and discussions, the speakers lay the groundwork for deeper insights into effective client management strategies.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app