Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69

A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.

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Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69

Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69

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