Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadshe...

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
Ledarskap Näringsliv Investering
Avsnitt
136
Senaste
18 april, 2024
Längd
35 min
Podden Kitces and Carl - Real Talk for Real Financial Advisors görs av Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP.
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Podden och tillhörande omslagsbild på den här sidan tillhör Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP. Innehållet i podden är skapat av Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP och inte av, eller tillsammans med, Poddtoppen.