Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
Únete a Michael Kitces y Carl Richards para charlas honestas sobre cómo mejorar las interacciones con clientes y optimizar tu práctica, logrando un mejor equilibrio laboral y personal.
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
E154 • 33 mins • Dec 26, 2024
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