Kitces and Carl - Real Talk for Real Financial Advisors

The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

Aug 8, 2024
Carl Richards, a client communication expert renowned for his work on work-life balance, joins Michael Kitces to discuss challenges boutique practices face with rapid growth. They humorously reflect on a blue couch that symbolizes advisors' shared experiences. The conversation emphasizes the importance of intentionality in business design and aligning personal values with professional goals. They explore the trade-offs in various advisory practice models, encouraging listeners to choose the right problems for a fulfilling career and life.
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