Kitces and Carl - Real Talk for Real Financial Advisors

Author: Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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Language: en

Genres: Business, Investing, Management

Contact email: Get it

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iTunes ID: Get it

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