AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
Kitces and Carl - Real Talk for Real Financial Advisors
How to Become a Lead Advisor
"I don't know any structured trainings that I've really seen on just the sort of that true sense of how to really manage a client relationship," he says. "You learn by doing, ideally with someone that can give you some mentoring or feedback if you can find someone in the firm that helps you do that"
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode