• Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

  • Jul 25 2024
  • Length: 36 mins
  • Podcast

Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

Listen for free

View show details

  • Summary

  • In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available