Sign up to save your podcasts
Or
Share Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire.
For full show notes, see kitces.com and thesocietyofadvice.com.
View all episodes
By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
4.7
226226 ratings
In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire.
For full show notes, see kitces.com and thesocietyofadvice.com.
More shows like Kitces and Carl - Real Talk for Real Financial Advisors
View all
Notes on the Week Ahead
189 Listeners
Behind The Advisor
134 Listeners
Capital Ideas Podcast
279 Listeners
Animal Spirits Podcast
1,992 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,046 Listeners
The Long View
880 Listeners
The Human Side of Money
92 Listeners
Barron's Advisor
108 Listeners
Ask The Compound
307 Listeners
Retirement Tax Services Podcast
124 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
118 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
42 Listeners
The Morgan Housel Podcast
983 Listeners
50 Fires: Money and Meaning with Carl Richards
190 Listeners