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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.
For full show notes, see kitces.com and thesocietyofadvice.com.
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By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
4.7
233233 ratings
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.
For full show notes, see kitces.com and thesocietyofadvice.com.
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