Kitces and Carl - Real Talk for Real Financial Advisors

Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162


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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.

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Kitces and Carl - Real Talk for Real Financial AdvisorsBy Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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