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

Kitces and Carl - Real Talk for Real Financial Advisors

Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

Sep 5, 2024
29:40
Creator website

In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation.

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

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