
Sign up to save your podcasts
Or
In our ninth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up being unhappy in an otherwise “successful” practice, how some advisors have maximized their happiness by being intentional about building their business the way they want - or even “right-sizing” the advisory practice if necessary – and a few actionable ideas for advisors to do the same.
4.7
231231 ratings
In our ninth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up being unhappy in an otherwise “successful” practice, how some advisors have maximized their happiness by being intentional about building their business the way they want - or even “right-sizing” the advisory practice if necessary – and a few actionable ideas for advisors to do the same.
139 Listeners
2,174 Listeners
197 Listeners
931 Listeners
284 Listeners
2,011 Listeners
457 Listeners
2,109 Listeners
894 Listeners
106 Listeners
318 Listeners
132 Listeners
43 Listeners
1,044 Listeners
142 Listeners