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.
Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
E169 • 42 mins • Jul 24, 2025
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- 39Increased by 6
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- 131NEW
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- 169Decreased by 26
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Episodios recientes
Jul 24, 2025
Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
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