37 min.
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward? Kitces and Carl - Real Talk for Real Financial Advisors
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- Management
In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so.
For full show notes, see kitces.com and thesocietyofadvice.com.
In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so.
For full show notes, see kitces.com and thesocietyofadvice.com.
37 min.