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.
Информация
- Подкаст
- ЧастотаДважды в месяц
- Опубликовано19 сентября 2024 г., 10:00 UTC
- Длительность34 мин.
- Выпуск146
- ОграниченияБез ненормативной лексики