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Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116
In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients.
For full show notes, see kitces.com and thesocietyofadvice.com.
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By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
4.7
215215 ratings
In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients.
For full show notes, see kitces.com and thesocietyofadvice.com.
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