Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline
In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.
For full show notes, see kitces.com and thesocietyofadvice.com.
Information
- Show
- FrequencyTwice monthly
- Published19 September 2024 at 10:00 UTC
- Length34 min
- Episode146
- RatingClean