Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings
Released Thursday, 13th July 2023
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Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings
Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings
Thursday, 13th July 2023
Good episode? Give it some love!
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In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients.
For full show notes, see kitces.com and thesocietyofadvice.com.
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Kitces and Carl - Real Talk for Real Financial Advisors
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.Join Podchaser to...
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