Kitces and Carl – Real Talk for Real Financial Advisors
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.
Categories: Business
Tags: Advisor, Carl, carlrichards, financial, financialadvisor, financialplanning, kitces, michael, michaelkitces, realfinancialadvisor, richards