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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.
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215215 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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