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In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what tasks are worth delegating in the first place.
For full show notes, see kitces.com and thesocietyofadvice.com.
By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP4.7
235235 ratings
In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what tasks are worth delegating in the first place.
For full show notes, see kitces.com and thesocietyofadvice.com.

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