26 min.
Helping Clients Who Can't Ever Get To Enough Kitces and Carl - Real Talk for Real Financial Advisors
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- Management
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.
For full show notes, see kitces.com and thesocietyofadvice.com.
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.
For full show notes, see kitces.com and thesocietyofadvice.com.
26 min.