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From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

Kitces and Carl - Real Talk for Real Financial Advisors

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Introduction

Michael kitsus and client expert karl richards share their unique perspectives on how to more effectively serve your clients. 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. Startin fal one draws with a sharpy, the other nerds out with spread sheets.

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