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In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time.
For full show notes, see kitces.com and thesocietyofadvice.com.
By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP4.7
233233 ratings
In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time.
For full show notes, see kitces.com and thesocietyofadvice.com.

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