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Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization.
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
226226 ratings
In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization.
For full show notes, see kitces.com and thesocietyofadvice.com.
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