• 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

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  • 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.
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Management Economics Personal Finance
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