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.
Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
E168 • 36 mins • Jul 10, 2025
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- 131NEW
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- 80Decreased by 22
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Episodios recientes
Jul 10, 2025
Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
E168 • 36 mins
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Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164
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