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

Kitces and Carl - Real Talk for Real Financial Advisors

Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

Jun 27, 2024
38:39

In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money.

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

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