Kitces and Carl - Real Talk for Real Financial Advisors

How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09


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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.

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Kitces and Carl - Real Talk for Real Financial AdvisorsBy Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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