Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Kitces and Carl - Real Talk for Real Financial Advisors
Introduction
Michael kitsus and client communication expert karl richards share their unique perspectives. One draws with a sharpe, the other nerds out with spread sheets. Both share a passion for helping real financial advisers get better. Be more intentional when building your own business and make sure you actually have a life in the process.
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