Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33

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.

Share Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33

Sign up to save your podcasts

Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33

Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33

More shows like Kitces and Carl - Real Talk for Real Financial Advisors

Behind The Advisor

Masters in Business

Notes on the Week Ahead

The Meb Faber Show - Better Investing

Capital Ideas Podcast

Animal Spirits Podcast

The Perfect RIA

The Compound and Friends

The Long View

Barron's Advisor

Ask The Compound

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese

The Morgan Housel Podcast

The Great Retirement Debate with Ed Slott & Jeffrey Levine