Kitces and Carl - Real Talk for Real Financial Advisors

Ways To Say No To Avoid Making Yourself Too Busy

In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.

For full show notes, see kitces.com and thesocietyofadvice.com.