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

Kitces and Carl - Real Talk for Real Financial Advisors

Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

Oct 19, 2023
26:54
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In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.

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

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