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

Kitces and Carl - Real Talk for Real Financial Advisors

Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120

Sep 7, 2023
27:19
Creator website

In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to scaling challenges.

For full show notes, see kitces.com and thesocietyofadvice.com.

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