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Kitces and Carl - Real Talk for Real Financial AdvisorsEpisode from the podcastKitces and Carl - Real Talk for Real Financial Advisors
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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

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

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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Kitces and Carl - Real Talk for Real Financial Advisors

3
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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